David Philip Lerner

Current Employers

Employment History

• 10/2014 → Present
  Principal Life Insurance Company
  Newberry, FL
• 04/2015 → Present
  Total Planning
  Gainesville, FL
• 03/2016 → Present
  Principal Securities Inc
  Newberry, FL
• 03/2023 → Present
  Total Planning Veterinary Services
  Gainesville, FL

Other Businesses

*SOUTHEASTERN TREES, PART-TIME JOB; WHOLESALE TREE SALES TO LANDSCAPING COMPANIES & PLANTS BROKERS, 2/19/15. *Fixed Insurance, Life, DI, LTC, Annuities, 12/01/16. *Fixed Insurance, Health, Sports DI, 12/21/16. **D LERNER HOLDINGS LLC POSITION: MGR NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 04/05/2016 ADDRESS: 4881 NW 8th Ave Suite 4, Gainesville FL 32605, United States DESCRIPTION: The OBA was formed for tax purposes to receive my commissions from my previously approved OBAs. **TOTAL PLANNING LLC POSITION: MGR NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/16/2018 ADDRESS: 14276 SW 4th Place, Newberry FL 32669, United States DESCRIPTION: Total Planning LLC was created with the understanding that various lines of business would be running through it. My father Keith Lerner is also a MGR of this entity. My father Keith is responsible for any expenses of this LLC. Total Planning LLC is a DBA and marketing name only. **AYLA LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2020 ADDRESS: 14276 SW 4th Place, Newberry FL 32669, United States DESCRIPTION: AYLA LLC owns an investment property that is planted pine trees. The intent is to hold the property and in the future sell when the land becomes valuable.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-17
• S63 Uniform Securities Agent State Law Examination
  2015-08-08