David Patrick Dolan

Current Employers

Employment History

• 12/1991 → Present
  State Farm
  Bloomington, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  St Cloud, MN

Previous Registrations

• 2014-01-23 → 2024-01-19
  Woodbury Financial Services, Inc.
  St Cloud, MN
  St Cloud, MN

Other Businesses

1. CATHOLIC COMMUNITY SCHOOLS POSITION: Board of Directors NATURE: The Catholic Community Schools is a conglomeration of 10 private catholic schools. It is a newly formed corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2016 ADDRESS: 300 3rd Street South, Saint Cloud MN 56301 DESCRIPTION: I am on the obard of directors and will be on the finance committee. 2. ADVANTAGE 1 INSURANCE AGENCY POSITION: Agent NATURE: I sell fixed life insurance products, fixed annuity products and disability insurance through Advantage 1 Insurance Agency. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2015 ADDRESS: 4191 2ND ST S, Saint Cloud MN 56301, United States DESCRIPTION: I sell and service fixed life insurance policies, fixed annuity contracts and disability policies through this OBA. 3. CATHOLIC COMMUNITY SCHOOLS POSITION: Board of Directors NATURE: The Catholic Community Schools is a conglomeration of 10 private catholic schools. It is a newly formed corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2016 ADDRESS: 300 3rd Street South, Saint Cloud MN 56301, United States DESCRIPTION: I am on the obard of directors and will be on the finance committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-05