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David Lloyd Hatch

Intrepid Investment Bankers LLC

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About David Lloyd Hatch

David Lloyd Hatch is a financial professional with over 16 years of experience in the industry. David has held positions at several firms including William Blair, Piper Sandler & Co. and Intrepid Investment Bankers LLC. David is currently registered with Intrepid Investment Bankers LLC in North Carolina and California and holds Series 7, 63, and SIE licenses. David has experience in investment banking and holds a Series 79TO license.

Firm Information

David Hatch is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Hatch’s Registration & Firm History

NC

04/30/2024 - Present

Intrepid Investment Bankers LLC (Charlotte NC)

NC

10/03/2022 - 05/03/2024

WILLIAM BLAIR (CHARLOTTE NC)

NC

07/17/2013 - 07/07/2022

PIPER SANDLER & CO. (CHARLOTTE NC)

NC

01/27/2011 - 07/18/2013

EDGEVIEW CAPITAL SECURITIES, LLC (CHARLOTTE NC)

NC

01/04/2008 - 04/06/2010

CIT CAPITAL SECURITIES LLC (CHARLOTTE NC)

NC

08/30/2007 - 12/31/2007

EVP SECURITIES, LLC (CHARLOTTE NC)

IL

07/24/2000 - 07/29/2002

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

BC

Issued 07/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lloyd Hatch.
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