David Wayne Mercer

Current Employers

Employment History

• 03/2021 → 07/2024
  Magis Wealth Advisors/Cleveland Executive Consulting
  Orange Village, OH
• 11/2017 → 02/2021
  Lincoln Financial Advisors
  Cleveland, OH
• 04/2017 → 10/2017
  Equity Trust Company
  Westlake, OH
• 11/2015 → 03/2017
  Lpl Financial
  La Jolla, CA
• 05/2025 → Present
  Massmutual Life Insurance Co
  Toledo, OH
• 05/2025 → Present
  Mml Investors Services, Llc
  Toledo, OH
• 07/2024 → 04/2025
  Unemployed
  Sylvania, OH
• 05/2022 → 07/2024
  Osaic Fa, Inc.
  Orange Village, OH

Other Businesses

(1) NAME: DAVID MERCER INV REL: Y ADD: 13423 BACKUS ST, SOUTHGATE, MI 48195 NATURE: REAL ESTATE RENTAL POSITION: OWNER START DATE: 07/01/2012 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: OWN AND MAINTAIN RENTAL PROPERTY. (2) NAME: DAVID MERCER INV REL: Y ADD: 7150 W CENTRAL AVE, SUITE 100, TOLEDO, OH 43617 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: LIFE, DISABILITY, FIXED ANNUITIES, HEALTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-22
• S65 Uniform Investment Adviser Law Examination
  2025-04-03

Other Names

• David Wayne Mercer
• Dave Mercer