Senior Tax Consultants

JK Harris 165 Services LLC, a division of JK Harris & Company is based in Tampa, FL and provides comprehensive research and substantiation documentation.

David D. Lopez

Senior Research Analyst

Mr. Lopez utilizes his 13 years of experience within the securities, insurance and banking to manage and implement all investment loss research functions, including the identification, investigation and review of all relevant investment loss information necessary to ensure the viability of each issue. Previous positions included Financial and Operations Officer, and Compliance Officer. Mr. Lopez received a BS degree in Finance from the University of South Florida and holds multiple securities licenses (NASD Series 4, 7, 24, 27, 55 & 63).