David Charles Laudeman

Current Employers

Employment History

• 05/1992 → 01/2025
  Heckman & Laudeman Llc
  Orwigsburg, PA
• 02/2001 → 06/2024
  Securities America, Inc.
  Orwigsburg, PA
• 09/2009 → Present
  Wealth Management Associates, Inc.
  Orwigsburg, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orwigsburg, PA
• 01/2025 → Present
  Keystone Advisor Group
  Orwigsburg, PA

Other Businesses

***SCHUYLKILL COUNTRY CLUB POSITION: Treasurer NATURE: I am treasurer of the Schuylkill Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 877 W. Market St., Orwigsburg PA 17961 DESCRIPTION: I attend approximately 10 meetings per year to present the financial results of the country club's operations. ***DBA: Heckman & Laudeman, LLC ***WEALTH MANAGEMENT ASSOCIATES INC POSITION: advisor NATURE: WEALTH MANAGEMENT ASSOCIATES, INC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2009 ADDRESS: 400 PINEBROOK PLACE - SUITE 12, P.O. BOX 347, ORWIGSBURG PA 17961 DESCRIPTION: Investment advisor services ***WEST BRUNSWICK PROPERTIES, LLC POSITION: member NATURE: Land Investment INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2019 ADDRESS: 705 Ridge Road, Orwigsburg PA 17961 DESCRIPTION: Investment in non-income producing real estate ***PINEBROOK PLACE, LTD POSITION: Limited partner NATURE: PINEBROOK PLACE LTD, RENTAL PROPERTY, LIMITED PARTNER, TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1999 ADDRESS: P.O. Box 347, 400 PineBrook Place, Suite 12, Orwigsburg PA 17961 DESCRIPTION: Limited Partner in vacant land adjacent to our office building ***ADVISORY BOARD POSITION: Non-investment advice NATURE: I sit on the advisory board for M&T Bank. This is not the board of directors that makes policy decisions for the bank. It is a local advisory board comprised of businesspeople in our community. I am not privy to any inside information. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2000 ADDRESS: 1 South Centre St, Pottsville PA 17901 DESCRIPTION: Advise local bank branches on relationships with local businesses ***KEYSTONE ADVISOR GROUP POSITION: Principal NATURE: Certified Public Accounting firm, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/24/2025 ADDRESS: PO Box 347, 400 PineBrook Place, Ste 12, ORWIGSBURG PA 17961 DESCRIPTION: I maintain the client relations.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-05-30