David Kisser has been an investment adviser representative at Caitlin John since December 2022, and is not listed among the firm’s executive officers or direct owners.
Caitlin John, LLC is a Brighton, MI firm with $215M under management, 602 clients and 25 advisers across 14 offices, as of its September 2026 filing.
David Kisser’s longest registration was 5 years at Guardian Pointe Private Wealth Management, LLC (2017–2022). Before joining Caitlin John in 2022, David Kisser was registered through Guardian Pointe Private Wealth Management, LLC.
- Simplyria Advisor NetworkCurrent– present · 3 yearsNew Smyrna Beach, FL · Adviser representative · Firm CRD 154494
- Guardian Pointe Private Wealth Management, LLC– · 5 yearsNew Smyrna Beach, FL · Adviser representative · Firm CRD 284460
Investment adviser representative registrations
David Kisser is registered as an investment adviser representative in 2 states. The first approvals date from December 2022; the most recent is Florida, in September 2026.
- FloridaSince 1 September 2026
- MichiganSince 19 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 29 June 1983 |
| Series 7 | General Securities Representative Examination | 18 June 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Harold Kisser
- CRD
- 1129907
- Firm
- Caitlin John · CRD 154494
- Office
- New Smyrna Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- January 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does David Kisser work?
David Kisser is an investment adviser representative registered through Caitlin John, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is David Kisser a financial advisor?
Yes. David Kisser has a current investment-adviser registration in Florida and Michigan, through Caitlin John since December 2022.
How many years of experience does David Kisser have?
David Kisser has 9 years in the financial industry, since January 2017, across 2 adviser firms.
What exams has David Kisser passed?
David Kisser has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 1983.
Where is David Kisser based?
David Kisser’s registered office is in New Smyrna Beach, FL.
Is David Kisser registered with FINRA?
No. David Kisser has no current broker registration.
How can I verify David Kisser’s record?
Search CRD 1129907 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Kisser’s full registration record.