David Stephan

Current Employers

Employment History

• 02/2008 → Present
  Stephan Accounting & Tax, Inc.
  East Lansing, MI
• 11/2015 → 04/2020
  Hd Vest Investment Services
  East Lansing, MI
• 08/2014 → 04/2020
  Dd Payroll Llc
  East Lansing, MI
• 01/2019 → 04/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 04/2020 → 05/2021
  Summit Financial Networks
  Grandville, MI
• 04/2020 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-05-21 → 2021-05-20
  Summit Financial Group Inc
  Grandville, MI
• 2018-08-24 → 2020-04-30
  Avantax Advisory Services
  Grand Rapids, MI

Other Businesses

1. NAME OF OTHER BUSINESS: STEPHAN ACCOUNTING & TAX, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 02/2008; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: VARIES BASED ON TIME OF YEAR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BASED ON TIME OF YEAR; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, TAX PREP, CONSULTING, PAYROLL, BOOKKEEPING; 2. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-09
• S63 Uniform Securities Agent State Law Examination
  2016-05-26

Other Names

• David Stephan
• David Christian Stephan