David Matthew Allen

Current Employers

Employment History

• 06/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-10-17 → 2016-04-29
  Accuvest Global Advisors, Inc.
  Walnut Creek, CA

Other Businesses

1. NAME OF OTHER BUSINESS: TRUE WEALTH ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING, INVESTMENT ADVISORY START DATE: 03/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PARTNER/FINANCIAL ADVISOR. PREPARING, IMPLEMENTING, AND MONITORING CLIENTS FINANCIAL PLANS. 2. NAME OF OTHER BUSINESS: LAS LOMAS HIGHSCHOOL. INVESTMENT RELATED: NO, ADDRESS: 1460 SOUTH MAIN ST, WALNUT CREEK, CA 94596, NATURE OF BUSINESS: SPORTS, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: COACH APX NUMBER OF HOURS PER WEEK: 15, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COACH JUNIOR VARSITY WOMEN'S SOCCER TEAM; 3. NAME OF OTHER BUSINESS: THE WALNUT CREEK SOCCER CLUB; INVESTMENT RELATED: NO; ADDRESS: 185 LENNON LANE, SUITE 100 WALNUT CREEK, CA 94596; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: NON OFFICER DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS, GUIDE CLUB OPERATIONS AND DECISIONS, MAKE SURE THEY ADHERE TO THE COMMISSION;

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-07-21
• S65 Uniform Investment Adviser Law Examination
  2008-10-16

Designations