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David Allen Liska

Investment Adviser Representative at KAUFMAN ROSSIN WEALTH, LLC

FORT LAUDERDALE, FLCRD #2374477Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/10/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 4/4/1994
Series 24
General Securities Principal Examination
Passed 6/20/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/1/1995
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/28/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.50%
$1,000,001 - $3,000,0001.00%
$3,000,001 - $10,000,0000.75%
$10,000,001 - $20,000,0000.65%
Above $20,000,0010.50%
Source

KAUFMAN ROSSIN Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INTEGRITY ALLIANCE, LLC.Current
11/3/2025Fort Lauderdale, FL
GRIFFIN FINANCIAL SERVICES
7/12/199512/11/1997
NYLIFE SECURITIES INC.
3/29/199411/17/1994NEW YORK, NY
INNOVATION PARTNERS LLC
3/24/202112/26/2023Fort Lauderdale, FL
ESSEX NATIONAL SECURITIES, INC.
3/21/19957/5/1995NAPA, CA
LION STREET FINANCIAL, LLC
2/2/202411/3/2025Fort Lauderdale, FL
J.P. MORGAN SECURITIES LLC
12/6/20171/3/2020AVENTURA, FL
SUNTRUST INVESTMENT SERVICES, INC.
12/16/199710/30/2017HOLLYWOOD, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Allen Liska has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Allen Liska - Financial Advisor in FORT LAUDERDALE, FL | AdvisorFinder