David Adam Monheit

Current Employers

Employment History

• 01/1992 → Present
  Monheit , Zongolowicz Cpa
  Sun City, AZ
• 01/2004 → 10/2019
  1St Global Capital Corp.
  Sun City West, AZ
• 07/2004 → 09/2025
  Avantax Insurance Services
  Sun City West, AZ
• 02/2004 → 10/2019
  1St Global Advisors, Inc
  Sun City West, AZ
• 10/2019 → 09/2025
  Avantax Advisory Services
  Surprise, AZ
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Surprise, AZ
• 09/2023 → Present
  Mf Investments Flagstaff Llc
  Surprise, AZ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Irving, TX
  Surprise, AZ
  Scottsdale, AZ
  Dallas, TX
• 2004-02-10 → 2019-10-25
  1St Global Advisors Inc
  Surprise, AZ
• 2003-12-02 → 2004-02-18
  Mony Securities Corporation
  Sun City West, AZ
• 2002-12-11 → 2003-12-02
  Trusted Securities Advisors Corp.
  Sun City West, AZ

Other Businesses

1) K.F. 2011 INSURANCE TRUST POSITION: CO- TRUST INV RELATED: HOURS:2 TRDNG HRS: 0 ST: 12/01/11 Surprise AZ DESCR: OWNERSHIP OF LIFE INSURANCE POLICY AND UNITS OF LAVENDAR FIELDS, LP 2) DAM SOUTH BEACH LLC POSITION: MANAGER, MEMBER NATURE: partnership in a restaurant, Sardinia Ristorante, in Miami, FL 1 SEC TRDNG HRS: 05/01/09 ADDR: Sardinia Enoteca Ristorante, Miami Beach FL DESCR: Passive investor 3) MRD INVESTMENTS LLC POSITION: Manager NATURE: Management of assets # OF HRS: 1 TRDNG HRS: 05/15/13 Surprise AZ DESCR: Management of family investment assets 4) JEWISH GENETIC DISEASES CENTER OF GREATER PHOENIX Board Member Raises money to fund genetic testing. # HRS: 2 TRDNG HRS:05/15/17 Scottsdale AZ I sit on the board & advise as applicable & serve as the Treasurer. 5)LANDMARK FINANCIAL MANAGEMENT, LLC; Member; engage licensed financial advisors in the practice of providing financial, securities, brokerage, investment advisory, & insurance services to clients. INV RLTD: 110 HRS; 80 HRS ST DT: 01/01/21 Surprise AZ 85378. 6) LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS PSTN: Partner Working w/clients as their (CPA) specifically advising them on income tax matters INV RLTD Y : 87 SEC TRDNG HRS: 50 ST DT: 01/01/21 ADDR: Surprise AZ Duties & responsibilities include direct client involvement pertaining to their engagement w/the CPA firm. Supervision of team members/employees. 7) MONHEIT FRISCH LLC MEMBER NATURE: RENTAL REAL ESTATE INV RLTD: 5 SEC TRDNG HRS: 11/01/14 ADDR: Surprise AZ 85378, DESCR: OVERALL MANAGEMENT OF PROPERTY & FINANCIAL MANAGEMENT OF PROPERTY 8)LIFE VIATICAL SETTLEMENT; Agent/Advisor; Assisting patients who need accelerated death benefits.; IR; HRS 1; HRS 0; 12/01/20; Surprise AZ 85378; Working w/Core Group & Ashar Group my team a& I will coordinate the collection of client data for submission. We will also review all bids received & help the client determine the best solution. 9) VIRGINIA HASENOEHRL; Financial Power of Attorney; Backup to Virginia if she cannot handle her own financial affairs; NIR; HRS 1; HRS 0; 02/10/22; 12455 West Bell Road, Surprise AZ 85378; Signature on tax returns, Handling bank account communications, Paying personal bills 10) MF INVESTMENTS FLAGSTAFF LLC; Member; Purchasing a residential rental property; NIR; HRS 3; HRS 0; 09/14/2023; 2455 West Bell Road, Surprise AZ 85378; I oversee management of the property via a short-term rental management company 11) MONHEIT FRISCH WEALTH MANAGEMENT; MEMBER; FINANCIAL SERVICES; IR; 80; 02/16/2004; 12455 W Bell Rd Surprise AZ 85378; Ownership and operation of the Wealth Management practice. 12) Congregation Beth Israel Investment Committee; Chairman; Act as a professional volunteer to listen and advise the outside financial advisory firm on decisions; NIR; 0; 01/01/2015; 10460 N 56th St Scottsdale AZ 85253; I organize the quarterly meetings 13) The KF Realty Trust; Co-Trustee; To be the co-trustee to upkeep per terms of the Trust.; NIR; 0; 01/31/2019; 61 Holly Lane Watermill NY 11976; I will manage the compliance matters related to the Realty Trust and will communicate and obtain all details/permissions from the Trust's Grantor. 14) MLM Services LLC; Agent; Consulting to the Monheit Family Office.; NIR; 0; 12/27/2024; 12455 West Bell Road Surprise AZ 85378; Accounting, annual tax reporting, bill paying 15) NAME OF OTHER BUSINESS: WAYNE COOK ENTERPRISES INC DBA WE COOK PIZZA AND PASTA; Not INV RLTD; SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FOOD SERVICES; START: 12/2025; TITLE: CHIEF FINANCIAL OFFICER & SECRETARY; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: OVERSEE CASH MANAGEMENT & OVERESEE CORPORATE GOVERNANCE;

Exams

• S66 Uniform Combined State Law Examination
  2004-10-27
• S63 Uniform Securities Agent State Law Examination
  2002-10-01

Designations