David Lawrence Scher

Current Employers

Employment History

• 01/2013 → Present
  Applied High Voltage, Llc
  Albany, NY
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Paramus, NJ
• 12/2015 → Present
  Kestra Investment Services, Llc
  Paramus, NJ

Other Businesses

Name: Krim Associates David Scher Investment Related: Yes Address: 257 East Ridgewood Avenue, #305 Ridgewood NJ 07450 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 6/1/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Will be providing advisory services for individuals and small business owners. I will be charging advisory fees for wealth management. My primary function will be helping clients create suitable diversified portfolios. Additionally, I will be selling life, annuity and healthcare products ( including LTC) when appropriate. Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 6/1/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Investment Advisory NAME: RIDGEWOOD AM ROTARY CLUB POSITION: I am an observer. NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2022 ADDRESS: 112 Oak Street, Ridgewood NJ 07450, United States DESCRIPTION: As I mentioned above I am on the board of the Ridgewood Rotary Club. I have no input on the investment decisions of the foundation. That being said the Board of the Club does vote on how to allocate funds annually from our foundation. The main fund allocations are for College scholarship's ( Ridgewood and Glenrock NJ HS candidates who fill out an application), social services (Food bank) and various other community oriented charity related projects.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-19
• S63 Uniform Securities Agent State Law Examination
  1997-05-19

Designations

Other Names

• David Lawrence Scher