David Timothy Geske

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2009 → Present
  Raymond James Financial Services
  Costa Mesa, CA
• 01/2011 → 08/2017
  Bayside Group
  Irvine, CA
• 02/2011 → 03/2018
  Kangen Water System
  Corona Del Mar, CA
• 07/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Costa Mesa, CA
• 07/2019 → 08/2020
  Bell & Associates
  Blaine, WA
• 10/2019 → 12/2024
  Semiahmoo Financial Group, Inc
  Blaine, WA

Previous Registrations

• 2007-03-02 → 2009-07-17
  Wells Fargo Advisors Financial Network, Llc
  Newport Beach, CA
• 2006-08-22 → 2007-03-06
  Edward Jones
  Huntington Beach, CA

Other Businesses

(1)Name of Business: Pelorus Financial Group Address: 1650 Murfreesboro Rd Ste 212, Franklin, TN, 37067-5081, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: working with Brandt Bangs Consulting on non-variable insurance cases\n (2)Name of Business: Arrington Financial Group, Inc Address: 1650 Murfreesboro Rd Ste 212, Franklin, TN, 37067-5081, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 11/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the S-Corp for the TN business (3)Name of Business: DT Geske Financial Group, Inc Address: 2 Executive Cir, Ste 280, Irvine, CA, 92614, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - Secretary Investment Related: No Start Date: 01/02/2013 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the S-Corp for the CA business (4)Name of Business: NA Address: 1650 Murfreesboro Rd, Ste 212, Arrington, TN, 37014, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/30/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: connecting with a general agency to complete term, fixed, and IUL business (5)Name of Business: Redwood Investments Address: 1650 Murfreesboro Rd, Franklin, TN, 37067, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-18
• S63 Uniform Securities Agent State Law Examination
  2002-05-23

Designations

• Certified Financial Planner

Other Names

• David T Geske