David Theodore Martin

Current Employers

Employment History

• 02/2011 → 03/2022
  Prosperity Advisory Group
  Overland Park, KS
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 01/2020 → Present
  Prosperity Advisors Llc ;
  Overland Park, KS
• 03/2022 → 01/2023
  Comprehensive Retirement Solutions (Crs)
  Carmel, IN
• 03/2022 → Present
  Prosperity Holdings, Llc
  Overland Park, KS
• 12/2021 → Present
  Dtm Financial Services, Llc
  Lake Quivira, KS
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) FULL FRONTAL COMEDY, THEATRICAL PERFORMANCE, SINCE JANUARY 2001, GET PERCENTAGE OF TICKET SALES. NOT INVESTMENT RELATED. 2) METROPOLITAN ENSEMBLE THEATRE, ENTERTAINMENT - THEATRICAL PERFORMANCE,SINCE 10/2009. PAY IS CONTRACTED AMOUNT THAT VARIES WITH EACH CONTRACT. NOT INVESTMENT RELATED. 3) WESTPORT CENTER FOR THE ARTS, NOT INVESTMENT RELATED, P.O. BOX 32745, KC, MO 64171, THEATRICAL PERFORMANCE, START DECEMBER 2014, LESS THAN 1 HOUR PER WEEK - NOT DURING TRADING HOURS, PERFORMER - WRITE AND PERFORM COMIC SKETCHES. 4) KC IMPROV COMPANY, NOT INVESTMENT RELATED, 4010 PENNSYLVANIA, KC, MO 64111, IMPROV COMEDY, START JANUARY 2015, 3-5 HOURS PER WEEK - NOT DURING TRADING HOURS, PERFORMER. 5) RELEVANCE PRODUCTIONS, NOT INVESTMENT RELATED, ADDRESS IS THE RESIDENTIAL LOCATION, DIRECTOR OF SCRIPTED MATERIAL, START FEBRUARY 2015, 15-20 HOURS PER WEEK - NOT DURING TRADING HOURS, DIRECTOR. 6) THE BARN PLAYERS, NOT INVESTMENT RELATED, 6219 MARTWAY STREET, MISSION, KS 66202, THEATRICAL PERFORMANCE, START FEBRUARY 2015, 15-20 HOURS PER WEEK - NOT DURING TRADING HOURS, DIRECTOR. 7) RIGHT BETWEEN THE EARS, NOT INVESTMENT RELATED, 5233 NW BLUFF DR, KANSAS CITY, MO, 64150, ENTERTAINMENT, STARTED 7/2015, PERFORMER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, PUBLIC RADIO PERFORMANCE 8) THE LIVING ROOM INVESTMENT RELATED: NO ADDRESS: 1818 MCGEE KANSAS CITY MO 64108 THEATRE STARTED: 2/2016 APX 6 HOURS PER WEEK, APX 4 TRADING HOURS PER WEEK, DIRECTOR OF PLAYS & ACTOR CASTING, REHEARSING, GETTING SHOW READY, ACTING 9) NAME OF OTHER BUSINESS: ESCAPE ROOM ADDICT; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ENTERTAINMENT; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: KANSAS CITY TEAM COORDINATOR; APX NUMBER OF HOURS PER WEEK: 0-2; APX NUMBER OF HOURS DURING TRADING HOURS: 0-2 BRIEF DESCRIPTION OF DUTIES: REVIEW LOCAL FACILITIES; 10) OLATHE CIVIC THEATRE ASSOCIATION ; INVESTMENT RELATED: NO; ADDRESS: 500 E. LOULA ST, OLATHE, KS 66061 ; NATURE OF BUSINESS: ENTERTAINMENT ; START DATE: 05/2019 ; POSITION/TITLE/RELATIONSHIP: THEATER PRODUCTIONS DIRECTOR; APX NUMBER OF HOURS PER WEEK: 0-5; APX NUMBER OF HOURS DURING TRADING HOURS: 0-5; BRIEF DESCRIPTION OF DUTIES: DIRECTING ALL ASPECTS OF ONE PARTICULAR PRODUCTION; 11) PROSPERITY ADVISORS LLC ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: SERVICING ADVISOR ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: MANAGE CLIENT RELATIONSHIPS. FORMULATING AND IMPLEMENTING ADVICE ; 12) PROSPERITY TAX CENTER, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED, TAX AND ACCOUNTING, STARTED: 03/2022, REFERRER, APX 2 HOURS PER WEEK, MAY BE DURING TRADING HOURS, REFER CLIENTS TO CPA; 13): PROSPERITY HOLDINGS, LLC, INVESTMENT RELATED, ADDRESS: SAME AS REGISTERED, NATURE OF BUSINESS: LLC, STARTED: 03/2022, PART OWNER, APX 2 HOURS PER WEEK, MAY BE DURING TRADING HOURS, LLC TO RECEIVE INCOME FROM PROSPERITY ADVISORS; 14) NAME OF OTHER BUSINESS: DTM FINANCIAL SERVICES, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: HOLDING COMPANY, START DATE; 12/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR TAX PURPOSES; 15) THE WHITE THEATRE AT THE JEWISH COMMUNITY CENTER OF GREATER KC INVESTMENT RELATED: NO, 5801 W. 115TH ST., OVERLAND PARK, KS 66211,THEATRE, START DATE: 04/2025, DIRECTOR, APX NUMBER OF HOURS PER WEEK: 15, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DIRECTS THEATRICAL STAGE PRODUCTION(S); 16) FIXED INSURANCE WITH VARIOUS COMPANIES; INV REL: YES; SAME AS REGISTERED LOCATION; FIXED INSURANCE; 10/1/2024; APX # OF HRS PER WK: 1; APX # OF HRS DUR TRAD HRS: 2; INSURANCE AGENT; SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2011-09-27

Designations