David Irwin Jacobs

Current Employers

Employment History

• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lake Success, NY

Previous Registrations

• 2020-06-16 → 2023-09-01
  Osaic Services, Inc.
  Lake Success, NY
  Albertson, NY

Other Businesses

1. JACOBS FINANCIAL SERVICES INC., NOT INVESTMENT RELATED, 111 LYNTON ROAD, ALBERTSON, NY 11507, L&H INSURANCE SALES, SINCE 10/01/2012, 20-HRS/MO, 20-HRS DURING SECURITY HOURS, SELLING AND SERVICING INDIVIDUAL AND GROUP LIFE AND HEALTH INSURANCE PRODUCTS 2. MARVIN JACOBS IRREVOCABLE TRUST DTD 06/08/2023 POSITION: Trustee NATURE: Irrevocable trust for my father INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 06/08/2023 ADDRESS: 353 Warren Dr, Woodmere NY 11598, United States DESCRIPTION: Oversee the trust needs and assets while my father is alive. Pay any bills connected to the Trust 3. 300 MICHAEL DR PB HOLDINGS LLC POSITION: member of LLC NATURE: Pickleball courts for rental, lessons, INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2025 ADDRESS: 300 Michael Dr, Syosset NY 11791, United States DESCRIPTION: I am simply a passive investor, non recourse

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-12
• S63 Uniform Securities Agent State Law Examination
  2000-04-06