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David Scott Alexander

Goelzer Investment Management

Carmel, IN

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Current Employers
Goelzer Investment Management

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-06-06
  • IN RA
    APPROVED
    Since 2022-06-06

Branch Locations

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goelzer Investment Management, Inc. Indianapolis IN 05/2022 Present
Wells Fargo Bank N.A. Indianapolis IN 01/2009 04/2022
  • 05/2022 → Present
    Goelzer Investment Management, Inc.
    Indianapolis, IN
  • 01/2009 → 04/2022
    Wells Fargo Bank N.A.
    Indianapolis, IN
Previous Registrations
  • 2005-06-02 → 2009-01-15
    Wells Fargo Investments, Llc
    Indianapolis, IN
    Indianapolis, IN
  • 2001-07-30 → 2005-06-08
    Charles Schwab & Co., Inc.
    Fishers (Indianapolis), IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-07-09
S63 Uniform Securities Agent State Law Examination 1997-11-15
  • S66 Uniform Combined State Law Examination
    2001-07-09
  • S63 Uniform Securities Agent State Law Examination
    1997-11-15
Designations

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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