David M Brown

Current Employers

Employment History

• 08/2014 → 12/2019
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Fitchburg, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fitchburg, WI

Previous Registrations

• 2019-12-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fitchburg, WI
• 2014-08-04 → 2019-12-12
  Cetera Wealth Services, Llc
  Fitchburg, WI
  Madison, WI
• 2009-01-29 → 2014-08-26
  Associated Investment Services, Inc.
  Madison, WI
  Middleton, WI
  Madison, WI
  Stoughton, WI
  Madison, WI
  Mcfarland, WI
  Madison, WI
  Madison, WI
  Fitchburg, WI
  Madison, WI
  Madison, WI

Other Businesses

1. DAVID BROWN POSITION: Agent NATURE: Fixed Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 01/01/2000 ADDRESS: 2960 Triverton Pike Dr Ste 100 Fitchburg WI 53711 DESCRIPTION: This is part of our overall business. We write fixed insurance through The Insurance Group. 2. AKAMAI INVESTMENT ADVISORS POSITION: Partner NATURE: Financial planning - S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2014 ADDRESS: 2960 Triverton Pike Dr Ste 100 Fitchburg WI 53711 DESCRIPTION: Financial planning 3. Akamai College Consultants POSITION: Partner NATURE: College Planning - Consulting on school selection and FAFSA preparation INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2014 ADDRESS: 2960 Triverton Pike Dr Ste 100 Fitchburg WI 53711 DESCRIPTION: Consult on school selection and FAFSA submission. 4. AKAMAI TAX SERVICES LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2024 ADDRESS: ADDRESS: 2960 Triverton Pike Dr Ste 100 Fitchburg WI 53711 DESCRIPTION: Collecting, compiling, and filing individual tax returns. 5. AKAMAI INDIVIDUAL AND GROUP BENEFITS POSITION: Partner NATURE: Health, Life, LTC and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2025 ADDRESS: 2960 Triverton Pike Dr Ste 100 Fitchburg WI 53711 DESCRIPTION: Individual and Business insurance solutions 6. TENACITY ADVISORY GROUP, INC. POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr Green Bay WI 54304 DESCRIPTION: Share Best Practices 7. MAHALO PROPERTIES LLC POSITION: Partner NATURE: Residential real estate rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 2466 Spring Rose Cr Verona WI 53593 DESCRIPTION: Manage property 8. ALOHA PROPERTIES LLC POSITION: Partner NATURE: Vacation rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 2960 Triverton Pike Dr Ste 100 Fitchburg WI 53711 DESCRIPTION: Manage property

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-11