David M Shave

Current Employers

Employment History

• 07/1997 → Present
  Sfg Annuity Marketing, Inc.
  Red Bank, NJ
• 08/2014 → 11/2018
  Sii
  Livingston, NJ
• 11/2018 → Present
  Osaic Wealth, Inc.
  Manasquan, NJ

Previous Registrations

• 2014-11-28 → 2018-11-02
  Signator Investors, Inc.
  Livingston, NJ
  Manasquan, NJ

Other Businesses

1. SFG ANNUITY MARKETING, INC. POSITION: Partner NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 08/01/1997 ADDRESS: 1027 Hwy 70, Suite 202, Brielle NJ 08730, United States DESCRIPTION: I am comptroller. I handle all back-office bills, make decision on health insurance and 401k/Profit Sharing Contribution. 2. ACORN FINANCIAL POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/1997 ADDRESS: 1027 Highway 70 West, Suite 102, Brielle NJ 08730, United States DESCRIPTION: Sales and service of life insurance and fixed annuity products, Long Term Care. 3. ACORN FINANCIAL SERVICES POSITION: Financial Planner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2014 ADDRESS: 1027 Hwy 70, Brielle NJ 08730, United States DESCRIPTION: Full-service financial planning as a CFP Practitioner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-17
• S63 Uniform Securities Agent State Law Examination
  2013-09-05

Designations

Other Names

• David Shave