David Gregory Wurster

Current Employers

Employment History

• 12/2012 → 09/2019
  Summit Brokerage Services Inc
  Myrtle Beach, SC
• 12/2012 → 05/2021
  Summit Financial Group Inc
  Myrtle Beach, SC
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-01-07 → 2021-05-20
  Summit Financial Group Inc
  Myrtle Beach, SC
• 2010-08-20 → 2013-01-02
  Financial Advisers Of America, Llc
  Myrtle Beach, SC
  Carlsbad, CA
  Carlsbad, CA
  Myrtle Beach, SC
• 2010-05-05 → 2010-08-30
  Cape Investment Advisory, Inc.
  Mcdonough, GA
• 2007-06-07 → 2009-09-25
  J. W. Cole Advisors, Inc.
  Tampa, FL

Other Businesses

(1) PALMETTO COAST CAPITAL LLC; SINCE 06/01/2011; SAME AS BRANCH ADDRESS; OWNER/100%; COMMISSION SALES OF FIXED INSURANCE PRODUCTS. ALL FIXED INDEXED ANNUITIES & INDEXED UNIVERSAL LIFE PRODUCTS WILL BE CONDUCTED THROUGH FINANCIAL INDEPENDENCE GROUP (FIG) FROM CORNELIUS, NC. IT IS MY UNDERSTANDING THAT FIG IS AN APPROVED IMO FOR SUMMIT. THESE INDEXED PRODUCTS WILL BE SOLD & SOLICITED THROUGH SUMMIT BROKERAGE SERVICES. ALSO, SELF BRANDING DBA TO MARKET OUR INVESTMENT ADVISORY & SECURITIES PRACTICE. 25-40 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (2) DBA FOR PALMETTO COAST CAPITAL, LLC; SINCE 06/01/2014; SAME AS BRANCH ADDRESS; COLLEGE FUNDING PLANNER; COLLEGE PLANNING: FOR A FEE ($500-$1500)WE WILL WORK WITH PARENTS OF COLLEGE BOUND HIGH SCHOOL STUDENTS AND PROVIDE THEM WITH COLLEGE AID ELIGIBILITY REPORTS THAT WILL CALCULATE ESTIMATED FAMILY CONTRIBUTION (EFC) AND COLLEGE AID AWARD HISTORY FOR COLLEGES/UNIVERSITIES THEIR CHILD IS INTERESTED IN ATTENDING AND FORECAST OUT OF POCKET EXPENSES FOR EACH. WHAT IF ANALYSIS WILL SHOW FAMILIES HOW CHANGES TO THEIR PERSONAL FINANCIAL STRUCTURE MAY RESULT IN GREATER FINANCIAL AID ELIGIBILITY. COMPUTER SOFTWARE WILL AID IN GENERATING THESE REPORTS. WE WILL CONDUCT WORKSHOPS AS A PRIMARY MARKETING STRATEGY. 40 HOURS SPENT ON ACTIVITY PER MONTH, 25 HOURS SPENT ON ACTIVITY DURING TRADING HOURS (3) INSURANCE AGENT; SINCE 01/01/2013; SAME AS BRANCH ADDRESS; INSURANCE AGENT; SALE OF FIXED LIFE INSURANCE, LTC, DISABILITY MEDICAL SUPP AND FIXED ANNUITIES; 10 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (4) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:3/2021 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 5) NAME OF OTHER BUSINESS: CHILDHOOD CANCER OPTIMIST CLUB OF SC; INVESTMENT RELATED: NO; ADDRESS: 1254 HARVESTER CIRCLE, MYRTLE BEACH, SC 29579; NATURE OF BUSINESS: BOARD; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COORDINATE FUNDRAISERS WITH GENERAL MEMBERS TO RAISE FUNDS FOR CHILDHOOD CANCER CHARITY; 6) NAME OF OTHER BUSINESS: GBN BUSINESS NETOWERKING INVESTMENT RELATED: NO ADDRESS: 1293 PROFESSIONAL DRIVE SUITE 205, MYRTLE BEACH SC 29577 NATURE OF BUSINESS: BUSINESS NETWORKING START DATE: 7/15/2026 POSITION/TITLE/RELATIONSHIP: MEMBERSHIP COMMITEE APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROCESS APPLICATIONS FOR NEW MEMBERS

Exams

• S66 Uniform Combined State Law Examination
  2005-11-08

Designations