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DAVID ALAN MELLING
CRD#: 2155672
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Investment Adviser
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Previous Broker
JASMIJN CAPITAL MANAGEMENT, LLCCRD#: 127066 5917 W 10925 N
HIGHLAND, UT 84003
Registration History
19952000200520102015202020252 FIRMS2015 - 2018 (3 years)IAJASMIJN CAPITAL MANAGEMENT, LLC (CRD# 127066)2024 - Present (1 year)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)1991 - 2019 (27 years)IAAGILIS WEALTH MANAGEMENT (CRD# 127066)2024 - 2024 (<1 year)IAAGILIS WEALTH MANAGEMENT (CRD# 127066)2023 - 2023 (<1 year)IAAGILIS WEALTH MANAGEMENT,LLC (CRD# 127066)2022 - 2022 (<1 year)IAAGILIS WEALTH MANAGEMENT,LLC (CRD# 127066)2021 - 2021 (<1 year)IAAGILE CAPITAL MANAGEMENT, LLC.... (CRD# 127066)2015 - 2019 (4 years)IAROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)1999 - 2019 (20 years)IAPERSONAL BENEFIT SERVICES OF C... (CRD# 127066)2007 - 2015 (7 years)IAPERSONAL BENEFIT SERVICES OF C... (CRD# 108312)1999 - 2003 (4 years)
Disclosure(s)
View By:
9/21/2001
Customer Dispute
Settled
License(s)

State Registrations

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California 2/7/2024

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New Mexico 3/28/2024

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Colorado 2/8/2024

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Utah 2/7/2024

Current Registration(s)
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JASMIJN CAPITAL MANAGEMENT, LLC (CRD#:127066)
5917 W 10925 N, HIGHLAND, UT 84003
Registered with this firm since 2/7/2024

Previous Registration(s)
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01/10/2024 - 01/11/2024 AGILIS WEALTH MANAGEMENT (CRD#:127066) HIGHLAND, UT
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07/26/2023 - 12/31/2023 AGILIS WEALTH MANAGEMENT (CRD#:127066) LEHI, UT
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07/05/2022 - 12/31/2022 AGILIS WEALTH MANAGEMENT,LLC (CRD#:127066) LEHI, UT
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05/04/2021 - 12/31/2021 AGILIS WEALTH MANAGEMENT,LLC (CRD#:127066) LEHI, UT
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04/22/2015 - 12/31/2019 AGILE CAPITAL MANAGEMENT, LLC. (DBA PERSONAL BENEFIT SERVICES) (CRD#:127066) LAKEWOOD, CO
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01/01/1999 - 01/07/2019 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) LAKEWOOD, CO
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07/23/1991 - 01/07/2019 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) LAKEWOOD, CO
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02/19/2015 - 11/21/2018 PERSONAL BENEFIT FINANCIAL (CRD#:112517) LAKEWOOD, CO
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12/11/2015 - 03/09/2018 AGILE CAPITAL MANAGEMENT, LLC (CRD#:133345) PLACITAS, NM
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10/17/2007 - 02/27/2015 PERSONAL BENEFIT SERVICES OF COLORADO, INC. (CRD#:127066) ARVADA, CO
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01/01/1999 - 09/18/2003 PERSONAL BENEFIT SERVICES OF COLORADO (CRD#:108312) WHEATRIDGE, CO
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.