David Paul Feldstein

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 08/2018
  Pruco Securities, Llc
  Atlanta, GA
• 01/2013 → 08/2018
  The Prudential Insurance Company Of America
  Atlanta, GA
• 08/2018 → 01/2024
  Mass Mutual Life Insurance Co
  Atlanta, GA
• 08/2018 → 01/2024
  Mml Investors Services, Llc
  Atlanta, GA
• 01/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-10-01 → 2024-01-22
  Mml Investors Services, Llc
  Atlanta, GA
• 2013-06-07 → 2018-08-17
  Pruco Securities, Llc.
  Atlanta, GA
  Johns Creek, GA
  Duluth, GA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2024, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) BOOMER CONCIERGE, JOHNS CREEK, GA, 01/2024, PRESIDENT, CONSULTING/COACHING, NIR, 10 HR/MO, 0 HR/MO TRADING. 3) DAVID FELDSTEIN, 320 Cherokee Street NE, Suite D, Marietta GA 30060, 09/2024, Agent, 1099, INV REL, 40 HR/MO, 40 HR/MO TRADING. 4) LUXOPUS COLLECTIVE LLC DBA VERANOVIA, 320 Cherokee Street NE, Suite D, Marietta GA 30060, 04/2025, Owner, DBA Name, NIR, 160 HR/MO, 140 HR/MO TRADING. 5) VERANOVIA OSJ SERVICES DBA VERANOVIA OSJ, 320 Cherokee Street NE, Suite D, Marietta GA 30060, United States, 08/01/2025, Owner, DBA Name, INV REL, 160 HR/MO - 140 HR/MO TRADING 6) VERA PLANNING, 320 Cherokee St NE, Suite D, Marietta GA 30060, United States, 09/2025, President, DBA Name, NIR, 160 - 140 7) LUXOPUS RISK MANAGEMENT LLC, 320 Cherokee Street NE, Suite D, Marietta GA 30060, United States, 03/09/2026, Owner, Insurance/Benefits/Human Resources, NIR, 15 HR/MO - 4 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-02
• S63 Uniform Securities Agent State Law Examination
  2005-11-01

Other Names

• David Feldstein