David Jonathan Chesner

Current Employers

Employment History

• 07/1998 → Present
  Rheumatic Disease Associates
  Willow Grove, PA
• 08/2016 → Present
  Lion Street Financial
  Southampton, PA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Yardley, PA

Previous Registrations

• 2016-08-17 → 2025-11-03
  Lion Street Advisors, Llc
  Southampton, PA
• 2013-05-08 → 2016-08-23
  Woodbury Financial Services, Inc.
  Southampton, PA

Other Businesses

1) THE FINANCIAL GROUP OF PHILADELPHIA POSITION: Consultant NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 12/31/2012 ADDRESS: 910 Floral Vale Blvd, Yardley PA 19067, United States DESCRIPTION: Provide estate and financial planning to physicians THE FINANCIAL GROUP OF PHILADELPHIA, LLC POSITION: Consultant NATURE: Sales of Insurance products (Life, Disability, Long Term Care insurance, fixed and variable annuities) INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2012 ADDRESS: 910 Floral Vale Blvd, Yardlet PA 19067, United States DESCRIPTION: Physician liaison 2) CUMBERLAND TRUST POSITION: Trustee NATURE: Business (Cumberland Trust( manages trust of this individual - the financial group Janey Montgomery Scott - manages the investments - the trustee does not manage or trade securities on this trust. www.janey.com and the adviser is Edward Blumenthal --EBlumenthal@janey.comtrust contact manager Robert Ottinger rotttinger@cumberlandtrust.com INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2021 ADDRESS: 40 Burton Hills Blvd, Suite 300, Nashville TN 37215, United States DESCRIPTION: trustee to a physician colleague whose trustee died in 2020 - they needed a replacement trustee and the colleague asked me to be the replacement person. 3) RHEUMATIC DISEASE ASSOCIATES POSITION: Owner NATURE: Physicians Office INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 07/06/1998 ADDRESS: 2360 Maryland Road, Willow Grove PA 19090, United States DESCRIPTION: Partner/physician

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-19
• S63 Uniform Securities Agent State Law Examination
  2012-01-07