David George Mowad

Current Employers

Employment History

• 10/2004 → 12/2018
  David Mowad Tile Installation, Inc
  Hawthorne, NJ
• 03/2013 → 04/2023
  Self-Employed
  Hawthorne, NJ
• 01/2016 → 01/2020
  Ameircan Portfolios Financial Services, Inc.
  Hawthorne, NJ
• 02/2016 → Present
  Kolinsky Wealth Management, Llc
  Ramsey, NJ
• 01/2020 → 03/2025
  The Strategic Financial Alliance, Inc,
  Atlanta, GA
• 04/2025 → Present
  World Investment Group
  Lincroft, NJ
• 04/2025 → Present
  World Investment Advisors
  Santa Barbara, CA

Previous Registrations

• 2016-02-10 → 2025-09-18
  Kolinsky Wealth Management, Llc
  Ramsey, NJ
• 2016-01-28 → 2016-02-16
  American Portfolios Advisors, Inc
  Hawthorne, NJ
• 2015-01-09 → 2015-12-14
  Pts Brokerage, Llc
  Hawthorne, NJ
  Mount Laurel, NJ
  Mt. Laurel, NJ

Other Businesses

1. Non-Variable Insurance; Investment Related; 500 N Franklin Turnpike, Ste 104, Ramsey, NJ 07446; Non-Variable Insurance and Annuities; Insurance Agent; 4/1/2025; 5 hours per month; 5 hours during trading hours; Sales and service of non-variable insurance and annuities. 2. David Mowad; Investment Related; 384 Central Ave, Hawthorne, NJ 07506; Rental Property; Landlord; 1 hour per month; 1 hour during trading hours; Collect rent manage property on rental home. 3. Mowad Wealth Management; Investment Related; Hawthorne, NJ 07506; LLC formed for tax purposes only; Owner; 4/1/2025; 1 hour per month; 0 hours during trading hours; This LLC is not being held out to the public and is for tax purposes only for my advisory business. 4. Mowad Family, LLC; Investment Related; Hawthorne, NJ 07506; Passive management of securities in LLC; Authorized Representative; 3/23/2023; 1 hours per month; 1 hours during trading hours; Estate planning purposes. Passive management of publicly traded securities in an LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-11
• S65 Uniform Investment Adviser Law Examination
  2014-12-22

Designations

Other Names

• David George Mowad