David Lekarczyk has been an investment adviser representative at Caitlin John since September 2012, 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.
- Simplyria Advisor NetworkCurrent– present · 14 yearsValparaiso, IN · Adviser representative · Firm CRD 154494
Investment adviser representative registrations
David Lekarczyk is registered as an investment adviser representative in Indiana, since September 2012.
- IndianaSince 20 September 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2012 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 27 October 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 July 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Alan Lekarczyk
- CRD
- 1622966
- Firm
- Caitlin John · CRD 154494
- Office
- Valparaiso, IN
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does David Lekarczyk work?
David Lekarczyk is an investment adviser representative registered through Caitlin John, LLC since September 2012, and is not listed among the firm’s executive officers or direct owners.
Is David Lekarczyk a financial advisor?
Yes. David Lekarczyk has a current investment-adviser registration in Indiana, through Caitlin John since September 2012.
How many years of experience does David Lekarczyk have?
David Lekarczyk has 14 years in the financial industry, since September 2012, across 1 adviser firm.
What exams has David Lekarczyk passed?
David Lekarczyk has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in July 1987.
Where is David Lekarczyk based?
David Lekarczyk’s registered office is in Valparaiso, IN.
Is David Lekarczyk registered with FINRA?
No. David Lekarczyk has no current broker registration.
How can I verify David Lekarczyk’s record?
Search CRD 1622966 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lekarczyk’s full registration record.