David Matthew Clayman

Current Employers

Employment History

• 06/2014 → Present
  Twelve Points Wealth Management
  Concord, MA
• 01/2022 → Present
  Funded & Final Llc
  Guntersville, AL

Previous Registrations

• 2010-11-29 → 2014-06-02
  Morgan Stanley
  Waltham, MA

Other Businesses

1) Funded & Final LLC; Investment related: No; Location: 874 W Panorama Way Guntersville, AL; Description: Car collection of 4 friends.; Position Title: Member; Responsibilities Duties: Meeting capital calls, if any.; Start date: 2022-01-27; Hours during trading hours: 0; Hours outside trading hours: 1 2) USA 500 Clubs Inc.; Investment related: No; Location: PO Box 812578 Wellesley MA 02482 USA; Description: Minority ownership of a networking group that was first approved when Twelve Points was founded in 08/2014.; Position Title: Minority Owner; Responsibilities Duties: Annual meeting once per year; Start date: 2014-05-31; Hours per month during trading hours: 0; Hours per month outside trading hours: .2; Percentage of total yearly compensation expected to be derived from the business: .5 3) Legacy Advisors Network; Investment related: No; Location: 1116 Vista Park Drive, Suite A, Forest, VA 24551 USA; Description: Advisory firm collaboration network; Position Title: Owner; Responsibilities Duties: Help guide the organization, recruit members; Start date: 2024-02-24; Hours per month during trading hours: 1%; Hours per month outside trading hours: 1%; Percentage of total yearly compensation expected to be derived from the business: 1%

Exams

• S66 Uniform Combined State Law Examination
  2000-08-15
• S63 Uniform Securities Agent State Law Examination
  1998-01-05

Other Names

• David M Clayman