David Simeone

Current Employers

Employment History

• 07/2005 → 06/2017
  Commonwealth Financial Network
  Waltham, MA
• 01/2010 → 06/2017
  Touchstone Capital, Inc.
  Sewickley, PA
• 09/2016 → 12/2023
  Touchstone Capital, Inc.
  Sewickley, PA
• 12/2023 → Present
  Creative Financial Designs
  Kokomo, IN

Previous Registrations

• 2016-09-17 → 2024-01-09
  Touchstone Capital, Inc.
  Pittsburgh, PA
• 2005-07-07 → 2017-06-19
  Commonwealth Financial Network
  Murrysville, PA
  Butler, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Cranberry Township, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Sewickley, PA
• 2003-05-01 → 2005-07-01
  Mutual Service Corporation
  Monroeville, PA
• 2001-09-24 → 2003-04-29
  Ffp Advisory Services Inc
  Monroeville, PA

Other Businesses

1. Simeone Financial Services, Inc.; investment-related; 206 Gotham Lane, Monroeville, PA 15146; Life Insurance, Health, Disability, Fixed Annuities; Agent; 2001; 4 hours per month; 1/2 hours per month; Meet with clients/prospects to determine their need, review options, review policy, sell policy on an ongoing basis. 2. Firm Foundations Financial Group; Investment related; 201 Penn Center Boulevard, Suite 400, Pittsburgh, PA 15235; Managing Partner, Wealth Advisor; 1/2024; 170 hour per month; 8 hours per month; manage client assets and conduct wealth management, financial planning functions with our clients 3. Independent Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2001-05-03