David C Michalk

Current Employers

Employment History

• 12/2013 → Present
  Waterway Wealth Management, L.L.C.
  The Woodlands, TX
• 03/2024 → Present
  Triad Hybrid Solutions
  Atlanta, GA

Previous Registrations

• 2013-12-10 → 2024-04-15
  Waterway Wealth Management, L.L.C.
  The Woodlands, TX
• 2003-11-13 → 2013-12-11
  Thrivent Investment Management Inc.
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1)Peak Wealth Management;investment related;8300 Carmel Ave NE,Ste 103,Albuquerque,NM 87122;LLC;managing member;3/2024;160 hrs/month;130 hrs during trading;manage this llc,provide fee only advisory services 2)Waterway Wealth Management;investment related;8300 Carmel Ave NE,Ste 103,Albuquerque,NM 87122;LLC;managing member;12/9/2013;160 hrs/month;130 hrs during trading;manage this LLC,provide fee only advisory services 3)Alta Vista Town Home Owner Association;not investment related;780 Taylor Ln,Pagosa Springs,CO 81147;HOA for Town Homes of Alta Vista;president;7/1/2022;4-6 hrs/month;1-2 hrs during trading;decision maker for maintenance and spending for the property,assist the agent in making decisions and research for maintenance and improvements 4)Folds of Honor-New Mexico Chapter;not investment related;PO Box 121,Placitas,NM 87043;non-profit 501c-3;director;1/1/2017;3-4 hrs/month;1-2 hrs during trading;assist with fund raising,distributing and promoting for folds of honor,non profit that raises money for educational scholarships 5)New Mexico Lutheran Association;not investment related;Lake Ford Rd,Jemez Springs,NM 87025;non-profit 501-C Lutheran Camp/outdoor lodge;vice president;3/1/2005;10 hrs/month;1-2 hrs during trading;assist with management,fund raising and camp

Exams

• S66 Uniform Combined State Law Examination
  2002-12-21
• S63 Uniform Securities Agent State Law Examination
  1997-12-20

Designations

Other Names

• David Charles Michalk