David Norman Jacowitz

Current Employers

Employment History

• 12/2014 → 04/2017
  Massachusetts Mutual Life Insurance Company
  Rochester, NY
• 01/2015 → 04/2017
  Mml Investors Services Llc
  Rochester, NY
• 04/2017 → 07/2017
  Unemployed
  Pittsford, NY
• 07/2017 → Present
  National Life Group
  Media, PA
• 07/2017 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2014-03-27 → 2015-01-15
  Hornor, Townsend & Kent, Llc
  Rochester, NY
• 2011-10-07 → 2013-10-10
  Eagle Strategies Llc
  Fairport, NY
• 2004-11-05 → 2009-10-26
  Msi Financial Services, Inc.
  Newark, DE
  Newark, DE
  Rochester, NY

Other Businesses

*EVOLUTION FINANCIAL GROUP,ROSETREE BUILDING 2,1400 N PROVIDENCE RD.,SUITE 3007,MEDIA,PA, INV REL. INS SALES. JAN 2018. MANAGING PARTNER. SELLING LIFE/HEALTH/DIS/ANN/LTC UNDER DBA EVOLUTION FINANCIAL GROUP. DURING TRADE HRS *DAVID JACOWITZ FINANCIAL,LLC,ROSETREE BUILD2 - 1400 N PROVIDENCE RD.,SUITE 3007,MEDIA PA 19063, 07/03/2019, ONGOING, INSURANCE,PRESIDENT,USED FROM COMMISSION DEPOSITS, I USE THE DBA OF EVOLUTION FINANCIAL GROUP UNDER THIS ENTITY,DURING TRD/HRS,75% *EVOLUTION BROKERAGE,ROSETREE BUILDING2,1400 N PROVIDENCE RD., SUITE 3007, MEDIA, PA 19063, 05/01/2020, ONGOING,INV REL, DURING TRD/HRS, RECRUITING DO SO UNDER THE DBA EVOLUTION BROKERAGE, INSURANCE, PRESIDENT,10%*EFG CHARITABLE FOUNDATION. ROSETREE BUILDING 2, 1400 N PROVIDENCE RD, SUITE 3007, MEDIA PA. JULY 2021. NOT INV REL. NON-PROFIT. PRESIDENT. HOLD CHARITABLE EVENTS. DURING SOME TRADE HRS*ANCHOR POINT FINANCIAL GROUP, 1400 N PROVIDENCE ROAD, SUITE 3007, MEDIA, PA, 19063, ONGOING, INV REL, 03/2026, MARKETING DBA NAME, NOT DURING TRD/HRS*INTEGRATED WEALTH,1400 N PROVIDENCE ROAD, SUITE 3007, MEDIA PA 19063,05/01/2026,ONGOING,MARKETING RESOURSE,INV REL,DURING TRD/HRS,1HR/WK.

Exams

• S66 Uniform Combined State Law Examination
  2001-04-10

Designations

Other Names

• Dave N Jacowitz
• David N Jacowitz