David Cecil Preece

Employer firm

Rockbound Wealth Management CRD 292616

$5.20M regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 01/2008 → 04/2018
  Retirement Resources Wealth Management, Lp
  El Paso, TX
• 04/2018 → Present
  Rockbound Wealth Management
  El Paso, TX

Previous Registrations

• 2011-01-13 → 2018-05-07
  Retirement Resources Wealth Management, Lp
  El Paso, TX
• 2008-02-11 → 2010-12-31
  Retirement Resources Wealth Management, Lp
  El Paso, TX

Other Businesses

-Elephant Investment Group, LP -Business is NOT investment related -Business address is 6568 Brisa Del Mar El Paso TX 79912 -Business is engaged in buying, developing, and selling residential real estate, currently owning 2 properties -Title: Owner -Began business in January of 2008 -Devote approximately 4 hours per month to Elephant Investment Group, LP -Devote zero hours to other business during securities trading hours -Duties include marketing two properties for rent, managing repair contractors when necessary for those two properties, paying taxes/insurance/mortgages monthly, and determining when to sell those two properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-08