David Lee Troutman

Current Employers

Employment History

• 07/2013 → 01/2018
  Mass Mutual
  Boardman, OH
• 08/2013 → 01/2018
  Mml Investors Services
  Boardman, OH
• 01/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → Present
  Troutman Financial Group, Llc
  Youngstown, OH

Previous Registrations

• 2013-08-15 → 2018-01-26
  Mml Investors Services, Llc
  Boardman, OH
• 2007-03-20 → 2013-08-02
  Msi Financial Services, Inc.
  Broadview Heights, OH
  Boardman, OH

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2017 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: TROUTMAN FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR SECURITIES AND INSURANCE BUSINESS; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES AND INSURANCE BUSINESS; 3. NAME OF OTHER BUSINESS: TROUTMAN FINANCIAL GROUP, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: TOASTMASTERS INTERNATIONAL; INVESTMENT RELATED: NO; ADDRESS: 8381 MARKET STREET SUITE 2 BOARDMAN, OH 44512; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: SERGEANT AT ARMS; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PREPARE MEETING ROOM, GREAT AND SIGN IN GUEST, LOCK UP MEETING ROOM;

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-07-03

Other Names

• Dave Troutman
• David Troutman
• David L Troutman