David W Briley

Current Employers

Employment History

• 07/1984 → Present
  David W. Briley
  Diamondhead, MS
• 07/2012 → 09/2025
  Avantax Investment Services, Inc.
  Slidell, LA
• 12/2011 → Present
  Charles P Dennis Jr, Cpa
  Slidell, LA
• 07/2012 → 09/2025
  Avantax Insurance Agency, Llc
  Slidell, LA
• 07/2012 → 09/2025
  Avantax Advisory Services
  Slidell, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Thibodaux, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-08-17 → 2025-09-05
  Avantax Advisory Services
  Diamond Head, MS
  Thibodaux, LA
  New Orleans, LA
• 2010-10-15 → 2010-12-14
  Chase Investment Services Corp.
  New Orleans, LA
  New Orleans, LA
• 2010-06-18 → 2010-08-04
  Valic Financial Advisors, Inc.
  Ridgeland, MS
• 2006-05-15 → 2010-06-17
  Osaic Wealth, Inc.
  Slidell, LA
  Diamondhead, MS

Other Businesses

1) CHARLES DENNIS JR, CPA; 700 GAUSE BLVD, SUITE 205, SLIDELL, LA 70458; TAX PREPARATION/ACCOUNTING, TAX PREPARATION/ACCOUNTING; 12/2011; 96HRS; 96HRS; TAX AND BOOKKEEPING SERVICES. 2) DAVID W. BRILEY; 630 KALIPEKONA WAY, DIAMOND HEAD, MS 39525; TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER; 7/1984; 96HRS; 96HRS; ACCOUNTING AND TAX SERVICES. 3) COSOURCE FINANCIAL GROUP, LLC; Financial Advisor: CoSource Financial Group specializes in corporate sponsored retirement plans (profit sharing, 401(k), 457, etc.). This includes consulting on plan design, to employee education and platform selection and monitoring. INVESTMENT RELATED: Yes; 160hrs; 7hrs; Started 08/02/2021; 880 West Commerce Rd, Suite 404, New Orleans LA 70123, US; I will be an associate advisor, I will be prospecting for new business opportunities in the retirement plan space-upon completion of training plan.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-09