David Tyler Morehead

Current Employers

Employment History

• 11/2010 → 12/2018
  Lpl Financial, Llc
  San Diego, CA
• 06/2011 → 12/2018
  Independent Financial Partners
  San Diego, CA
• 12/2018 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 01/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2014-04-21 → 2018-12-31
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
  Bryan, OH
• 2010-11-24 → 2018-12-31
  Independent Financial Partners
  San Diego, CA
  Sandiego, CA
• 2008-09-04 → 2010-12-01
  Nrp Advisors, Inc.
  San Diego, CA
• 2008-01-25 → 2008-10-22
  Nrp Financial, Inc.
  San Diego, CA
  Bryan, OH
• 2007-11-01 → 2008-01-09
  Mml Investors Services, Llc
  La Jolla, CA

Other Businesses

1) DT MOREHEAD, INC; INVESTMENT RELATED; 3111 NW THARP AVE, BEND, OR 97703; PERSONAL CORPORATION FOR BUSINESS MANAGEMENT; PRESIDENT; 1/2010; 2 HRS/MO DEVOTED; 1 HR/MO DURING TRADING; CORPORATION IS USED TO MANAGE MY CONSULTING BUSINESS __|__ 2) DIGITAL INSURANCE; INVESTMENT RELATED; 6165 GREENWICH DRIVE, SUITE 340, SAN DIEGO, CA 92122; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS; AGENT; 7/2007; 4 HRS/MO DEVOTED; 1 HR/MO DURING TRADING; SALES AND SERVICE OF NON-VARIABLE INSURANCE PRODUCTS __|__ 3) ONEDIGITAL; NOT INVESTMENT RELATED; 200 GALLERIA PKWY SE, STE 1950, ATLANTA, GA 30339; EMPLOYEE BENEFITS; VICE PRESIDENT; 2/1/2020; 160 HRS/MO DEVOTED; 6.5 HRS/MO DURING TRADING; SALES AND SERVICE OF RETIREMENT PLAN AND WEALTH MANAGEMENT CLIENTS __|__ 4) ONEDIGITAL BRANDED ASSETS; INVESTMENT RELATED; 11101 SWITZER RD., SUITE 200, OVERLAND PARK, KS 66210; ONEDIGITAL BRANDED INVESTMENTS; VICE PRESIDENT; 2/1/2020; 1 HR/MONTH DEVOTED; 1 HR/MO DURING TRADING; BRANDED ASSETS FOR WEALTH MANAGEMENT AND RETIREMENT PLANS __|__ 5) DAVID MOREHEAD; NOT INVESTMENT RELATED; 3111 NW THARP AVE, BEND, OR 997703; INDEPENDENT CONTRACTOR; 05/25/2023; 4 HRS/MO DEVOTED; 2 HRS/MO DURING TRADING; SPEAKING ENGAGEMENTS, SURVEYS AND INTERVIEWS WITH MARKET RESEARCH FIRMS. __|__ 6) SLOANE HOLDINGS, LLC; INVESTMENT RELATED; 3230 NW STRICKLAND WAY, BEND, OR 97703; LLC; PRESIDENT; 1/2022; 2 HRS/MO DEVOTED; 0 HRS/MO DURING TRADING; CORPORATION USED FOR THE MANAGEMENT OF PERSONALLY OWNED RENTAL PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-25

Other Names

• David Morehead