Ching-Kai David Fei

Current Employers

Employment History

• 04/2016 → 12/2017
  Charles Schwab & Co., Inc.
  Gaithersburg, MD
• 12/2017 → 06/2022
  Raymond James Financial Services
  Rockville, MD
• 03/2018 → 06/2022
  Raymond James Financial Services Advisors Inc.
  Rockville, MD
• 12/2017 → 06/2022
  Lee Sipe And Associates
  Rockville, MD
• 07/2018 → 03/2019
  Profeds/Fedimpact
  Foxlake, IL
• 01/2019 → 06/2022
  Federal Employee Benefit Advocates, Llc
  Parker, CO
• 03/2019 → 06/2022
  Ez Federal Benefits Education
  Silver Spring, MD
• 08/2018 → 07/2021
  Ubreakifix
  Rockville, MD
• 06/2022 → 01/2024
  Woodbury Financial Services Inc
  Reston, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Reston, VA

Previous Registrations

• 2022-06-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Reston, VA
• 2018-03-27 → 2022-06-30
  Raymond James Financial Services Advisors, Inc
  Rockville, MD
• 2016-05-24 → 2018-01-11
  Charles Schwab & Co., Inc.
  Gaithersburg, MD
• 2013-11-20 → 2016-04-08
  Usaa Financial Planning Services
  Bethesda, MD
• 2013-03-26 → 2013-11-13
  Strategic Advisers Llc
  Tysons Corner, VA
• 2011-10-12 → 2012-08-23
  Strategic Advisers Llc
  Alexandria, VA
  Tysons Corner, VA

Other Businesses

1) ACTAEON WEALTH MANAGEMENT POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/07/2022 ADDRESS: 10701 Parkridge Blvd suite 130, Reston VA 20191, United States DESCRIPTION: DBA LLC for my security business 2) PLANWELL FINANCIAL PLANNING POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 10701 Parkridge Blvd, Suite 130, Reston VA 20191, United States DESCRIPTION: Financial planningandeducation 3) CHINGKAI FEI POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 10701 Parkridge Blvd, Suite 130, Reston VA 20191, United States DESCRIPTION: Review Term and Various Whole Life insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-29
• S63 Uniform Securities Agent State Law Examination
  2004-10-19

Designations

Other Names

• David Fei
• Ching-Kai Fei
• Ching-Kai David Fei
• Chingkai David Fei