David Michael Schlossberg

Current Employers

Employment History

• 02/1997 → 09/2020
  Assured Concepts Group, Ltd
  Hoffman Estates, IL
• 01/2010 → 09/2020
  Fsic
  Seattle, WA
• 09/2020 → 12/2021
  National Securities Corporation
  East Dundee, IL
• 09/2020 → 12/2021
  National Asset Management
  East Dundee, IL
• 08/2021 → Present
  Assured Advisory Group, Llc
  East Dundee, IL
• 12/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-09-14 → 2021-12-06
  B. Riley Wealth Advisors, Inc.
  East Dundee, IL
• 2010-01-11 → 2020-09-23
  Fsic
  Boca Raton, FL
  Boca Raton, FL
  East Dundee, IL
• 2009-12-03 → 2010-01-05
  Voya Financial Advisors, Inc.
  Algonquin, IL
  Naperville, IL
• 2004-08-27 → 2009-11-25
  Voya Financial Advisors, Inc.
  Algonquin, IL
• 2002-05-20 → 2003-04-29
  Woodbury Financial Services, Inc.
  East Dundee, IL

Other Businesses

(1) ASSURED CONCEPTS GROUP, LTD, D/B/A, PRESIDENT, EAST DUNDEE, IL, INSURANCE SALES, START 2/1997, 1 HR PER MONTH, NOT INVESTMENT RELATED...(2) TAX PLAN FOR WEALTH, INC., TAX PREPARATION AND PLANNING SERVICES, PRESIDENT, EAST DUNDEE, IL, 20 HRS PER MONTH, 2 HRS PER DAY DURING TRADING HRS, NOT INVESTMENT RELATED...(3) TRUSTEE FOR SONS SPECIAL NEEDS TRUST, LAKE IN THE HILLS, IL, START 2010, ZERO HRS PER MONTH, NOT INVESTMENT RELATED...(4) Mr. Schlossberg owns land in Texas that he leases for farming hay. He spends no time on this activity. He is paid for leasing the land.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-03
• S63 Uniform Securities Agent State Law Examination
  2000-08-10

Other Names

• David Michael Schlossberg
• David Wayne Schlossberg