David Dean Kluksdal

Current Employers

Employment History

• 08/2015 → 09/2019
  Summit Brokerage Services
  Boise, ID
• 10/2015 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2019 → 05/2021
  Summit Financial Group Inc
  Boise, ID
• 04/2022 → Present
  Rsk, Llc
  Payette, ID

Previous Registrations

• 2019-09-05 → 2021-05-20
  Summit Financial Group Inc
  Boise, ID
• 2011-08-24 → 2015-12-23
  J P Turner & Company Capital Management, Llc
  Boise, ID
  Ontario, OR

Other Businesses

1) CAPITAL ASSET PROPERTIES, LLC, MEMBER, BOISE ID. START 04/2009, HRS MO. 5, DUTIES: OWNERS OF THE BUILDING THAT BRANCH OPERATES OUT OF. NON-INVESTMENT RELATED. 2) CAPITAL FINANCIAL SOLUTIONS, LLC, MBR BOISE, ID 33714, START 02/09, DEVOTE 2 HOURS A WEEK DURING TRADING HOURS. DUTIES: DBA FOR SUMMIT OFFICE IN BOISE.NON-INVESTMENT RELATED. 3) JOJ ENTERPRISES, INC. 6663 N GLENWOOD STREET, BOISE, ID 83714. OWNER -CORPORATION USED FOR BUSINESS ACTIVITIES ACCOUNTING AND TAXATION OF OF OTHER OBA'S DISCLOSED. NOT INVESTMENT RELATED. ZERO HOURS DURING TRADING HOURS AND ZERO HOURS DURING NON-TRADING HOURS; AGENT,DEVOTE 5 HOURS A WEEK DURING TRADING HOURS, DEVOTE 1 HOUR A WEEK OUTSIDE TRADING HOURS. DUTIES: HEALTH, LIFE, DISABLILTY INS, START 2004. 4) MDS ACQUISITIONS, LLC; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; OPERATING ENTITY TO RUN BRANCH OFFICE; MEMBER; STARTED 3/14/2018; APX 5 HOURS/MONTH, APX 5 DURING TRADING; Operating Entity for branch office in Payette. 5) WATERS EDGE BUSINESS OWNERS ASSOCIATION; NOT INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRANCH; PRESIDENT OF BOA THAT OFFICE IS LOCATED IN; PRESIDENT; 09/06/2019; APPX 1 HR/MONTH; APPX 0 HRS/MONTH DURING TRADING; COORDINATE BUSINESS OWNERS IN COMPLEX & WORK WITH PROPERTY MANAGER TO MAKE SURE EVERYTHIGN IS TAKEN CARE OF 6) NAME OF OTHER BUSINESS: RSK, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL REAL ESTATE; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PURCHASED THE COMMERCIAL OFFICE BUILDING WHERE REGISTERED OFFICE IS LOCATED;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-19
• S63 Uniform Securities Agent State Law Examination
  2004-09-24