David Hallmark

Current Employers

Employment History

• 03/2016 → 05/2023
  Suntrust Investment Services Inc (Truist)
  Atlanta, GA
• 09/2016 → 05/2023
  Suntrust Advisory Services (Truist)
  Atlanta, GA
• 05/2023 → Present
  (Dba) Cb&S Financial Services
  Pulaski, TN
• 05/2023 → 02/2025
  Concourse Financial Group Securities Inc
  Pulaski, TN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Pulaski, TN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-06-01 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Pulaski, TN
  Pulaski, TN
  Birmingham, AL
  Birmingham, AL
• 2016-09-12 → 2023-05-31
  Truist Advisory Services, Inc.
  Lawrenceburg, TN
  Savannah, TN
  Pulaski, TN
  Florence, AL
  Florence, AL
  Florence, AL
• 2016-03-04 → 2016-12-31
  Truist Investment Services, Inc.
  Pulaski, TN
  Savannah, TN
  Lawrenceburg, TN
  Florence, AL
  Florence, AL
  Florence, AL
  Brentwood, TN
  Brentwood, TN
• 2015-07-20 → 2016-03-01
  Pnc Managed Account Solutions, Inc.
  Muscle Shoals, AL
• 2014-10-10 → 2014-11-06
  Lpl Financial Llc
  Elkmont, AL
  Athens, AL

Other Businesses

1) NAME OF OTHER BUSINESS: CB&S FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESIONAL/VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-06
• S63 Uniform Securities Agent State Law Examination
  2007-06-26

Other Names

• David Lamar Hallmark
• David Hallmark