David Justin Felte

Current Employers

Employment History

• 03/2001 → Present
  New York Life
  Santa Rosa, CA
• 12/2005 → Present
  Salmon-Felter Insurance And Financial Services
  Santa Rosa, CA
• 11/2001 → Present
  Nylife Securities, Inc
  Santa Rosa, CA
• 04/2024 → Present
  Three Groves Insurance And Financial Services, Llc
  Santa Rosa, CA

Other Businesses

[Brockway Springs Property Owners Association; HOA Board Of Directors - Board Member. attending meetings and hear concerns from other owners / budget / decisions on governing policy / building and liability insurance protection / Defensible Space Program; 9200 Brockway Springs Drive, Kings Beach, CA 96143; Start Date 09/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; General Board Member. Board Member Responsibilities include - attending meetings and hear concerns from other owners / budget / decisions on governing policy / building and liability insurance protection / Defensible Space Program] [OPERATING UNDER THE DBA NAME OF Three Groves Insurance and Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SANTA ROSA CA; START DATE: 04/2024] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2455 Bennett Valley Road, Suite B200, Santa Rosa, CA 95404; Start Date 07/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-26
• S63 Uniform Securities Agent State Law Examination
  2002-01-21