David Adam Bilantz

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (9 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (3 Oct 2006 to 9 Jan 2007)
  • David Bilantz

    FRN 457882

    • Employed By (since 3 Oct 2006)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (29 Oct 2004 to 29 Sep 2006)
    • CF22 Investment Adviser (Trainee) (2 May 2003 to 29 Oct 2004)

Recent activity

Updates to this individual's record on the FCA register.

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