David Disraeli

About David Disraeli

David Disraeli began his career as a stockbroker in 1986 and became an independent financial advisor in 1992. In 2003, he incorporated 360NetWorth, Inc., through which he serves as a Personal CFO — providing comprehensive financial guidance, estate planning, asset protection structuring, and tax minimization consulting to individuals, families, and business owners across the United States.

Unlike document-filing services or general financial advisors, David functions as a hands-on strategist who personally designs and implements every structure he recommends. With 180+ business entities formed, 386 property deeds prepared and filed across 13 states, and 350+ complete estate plans delivered, his depth of practical experience is virtually unmatched in the independent advisory space.

David earned the CFP® designation — meeting all education requirements and passing the comprehensive examination administered by the CFP Board of Standards. He also passed the Series 7 (General Securities Representative) and Series 24 (General Securities Principal) examinations. He holds an active Texas Life & Health Insurance License and is a commissioned Texas Notary Public.

Beyond financial services, David has served as an expert witness in securities arbitration, recovering thousands of dollars for defrauded investors. His legal experience spans federal district courts, the 5th and D.C. Circuit Courts of Appeal, and includes a Petition for Certiorari to the United States Supreme Court (Case No. 09-941).

In recent years, David has pioneered the application of artificial intelligence to content management, ministry operations, and professional consulting — founding Kingdom AI Network and developing searchable AI-powered databases for prominent pastors, wellness experts, and faith-based organizations.

Career Timeline

Credentials & Licenses

⚖️ U.S. Supreme Court

Docket No. 09-941 · Disraeli v. SEC
Filed pro se — Petition for Writ of Certiorari

Petition for Writ of Certiorari
Case No. 09-941

📜 Texas Insurance License

Texas Department of Insurance

General Lines Agent
Life, Accident, Health and HMO
DAVID HENRY DISRAELI

📜 Texas Notary Public

Commissioned by the State of Texas
Secretary of State Appointment

Commissioned Notary Public
State of Texas

🏆 CFP®

College for Financial Planning · Denver, CO
Completed all education & examination requirements

CFP® Professional Education Program
College for Financial Planning · July 1994

Self Represented Federal Court Experience

• U.S. District Court litigation
• 5th Circuit Court of Appeals
• D.C. Circuit Court of Appeals
• Section 1983 Civil Rights Action against State Agency Employees
• Extensive experience with Federal Rules of Civil Procedure

Self Represented State Court Experience

• Travis County District Courts
• Williamson County Court
• Texas Rules of Civil Procedure

Securities Arbitration

• Qualified expert witness — multiple FINRA arbitration engagements
• Testified on industry standards, suitability, and broker-dealer obligations
• Thousands of dollars recovered for defrauded investors

Non-Profit Law

• Formed three 501(c)(3) non-profit organizations
• Served on multiple boards of directors
• IRS compliance and governance experience

Insurance Carrier Appointments

David is appointed by some of the most respected and financially stable life insurance carriers in the United States. Each carrier conducts rigorous background checks and ongoing compliance vetting of every appointed agent — an independent confirmation of professional standing.

Carrier appointments are subject to ongoing compliance review. Appointment by these carriers does not constitute endorsement of any specific financial advice or service.

Current Ventures