Unclaimed Profile

David Andrew Weitgenant

THINKEQUITY LLC·SAN FRANCISCO, California

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record24 years registeredTHINKEQUITY LLC

600 MONTGOMERY STREET, SAN FRANCISCO, CA 94111CRD# 2096196Firm CRD# 44274

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Andrew Weitgenant · SAN FRANCISCO, CA

Registration

CRD #2096196 · THINKEQUITY LLC · 24 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

May 2024 – present

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Jun 2013 – Mar 2025

San Francisco, CA

THINKEQUITY LLC

Mar 2005 – Dec 2012

SAN FRANCISCO, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Aug 2003 – Mar 2005

SAN FRANCISCO, CA

BANC OF AMERICA SECURITIES LLC

May 2002 – Aug 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · May 21, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THINKEQUITY LLC

CRD 44274 · SEC 801-63835

AUM

$172M

Regulatory assets under management

Employees

416 client accounts

Services offered by THINKEQUITY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THINKEQUITY LLC →

Introduction

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Frequently Asked Questions

What services does David Andrew Weitgenant offer?

David Andrew Weitgenant specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are David Andrew Weitgenant's credentials?

David Andrew Weitgenant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Andrew Weitgenant located?

David Andrew Weitgenant is based in SAN FRANCISCO, California, working with THINKEQUITY LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does David Andrew Weitgenant charge for services?

David Andrew Weitgenant's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THINKEQUITY LLC?

THINKEQUITY LLC has approximately 51 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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