David Michael Lalonde

Current Employers

Employment History

• 09/2013 → 02/2017
  Presidential Brokerage, Inc
  Colorado Springs, CO
• 02/2017 → 08/2023
  Geneos Wealth Management, Inc
  Colorado Springs, CO
• 02/2017 → Present
  Rocky Mountain Wealth Partners, Llc
  Colorado Springs, CO
• 06/2018 → 08/2023
  Rocky Mountain College Planning Solutions
  Colorado Springs, CO
• 08/2023 → Present
  Lpl Financial Llc
  Colorado Springs, CO

Previous Registrations

• 2017-02-21 → 2023-08-22
  Geneos Wealth Management, Inc.
  Colorado Springs, CO
  Englewood, CO
• 2016-09-06 → 2017-03-21
  Forta Financial Group, Inc.
  Colorado Springs, CO
  Mesa, AZ

Other Businesses

1) 07/03/2023 - Lalonde & Associates LLC - Business Entity For Tax/Investment Purposes Only - Owner/ President - CO 80917 - Non investment related - 10 Hours per month - Start date: 4/12/2017. 2) 07/03/2023 - Rocky Mountain Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 07/03/2023 - Western Wealth Advisors. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 4) 07/03/2023 - Non-Variable Insurance - Selling: Term, WL, ISWL, Universal Life; DI, LTC - ASH Brokerage - CO 80919 - Investment related - 5 Hours per month - Start date: 9/16/2016. 5) 07/03/2023 - Western Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 6) 11/26/2024 - LaLonde & Gillin Wealth Management Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 15 Hours Per Month/ 2 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-03
• S63 Uniform Securities Agent State Law Examination
  2014-11-20

Other Names

• Dave Michael Lalonde