David Michael Newbore

Employer firm

Newbore Wealth Management, Inc. CRD 306441

$200M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Lpl Financial, Llc
  Gladstone, OR
• 03/2020 → Present
  Newbore Wealth Management, Inc.
  Gladstone, OR
• 03/2012 → Present
  Lpl Financial, Llc
  Gladstone, OR

Previous Registrations

• 2020-03-19 → 2021-12-31
  Newbore Wealth Management, Inc.
  Gladstone, OR

Other Businesses

1. 3/5/2020 - Consolidated Community Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/02/2020 - 160 Hours Per Month During Securities Trading. 2. 3/10/2020 - Newbore Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/02/2020 - 160 Hours Per Month During Securities Trading. 3. 10/22/2020 - Newbore Wealth Mgmt Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 10/15/2020 - 5 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Newbore Wealth Mgmt Inc, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 6/21/2021 - CCCU Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/2/2020 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-03

Designations

• Certified Financial Planner