David Steven Koehler

Current Employers

Employment History

• 11/2015 → 07/2021
  Janney Montgomery Scott Llc
  Haddonfield, NJ
• 07/2021 → 03/2023
  Raymond James Financial Services, Inc.
  West Deptford, NJ
• 07/2021 → 03/2023
  Raymond James Financial Services Advisors, Inc.
  West Deptford, NJ
• 07/2021 → 03/2023
  Eagle Wealth Strategies
  West Deptford, NJ
• 03/2023 → Present
  Eagle Wealth Strategies Llc
  West Deptford, NJ

Previous Registrations

• 2021-07-01 → 2023-04-12
  Raymond James Financial Services Advisors, Inc
  West Deptford, NJ
• 2016-04-27 → 2021-07-02
  Janney Montgomery Scott Llc
  Cherry Hill, NJ

Other Businesses

1) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month 2) South Jersey Young Professionals Associates, Haddonfi eld, NewJersey; Non-Investment Related; Board Member, Non-Profi t 501C3; voting board member to help organize and run events benefi ting local South Jersey non-profi ts; Startdate 04/2018; 4 hrs/mo devoted and 0 during trading. 3) White Horse Rotary Club, Stratford/Lindenwold, New Jersey; Investment Related; Offi cer-Treasurer for Non-Profi tAdministration of club funds for donations and club dues, approved signer on small business checking account; Start date 06/2017; 4 hrs/mo devoted and 0 during trading.4) Rotary District 7505 Audit Committee, Vineland, New Jersey; Investment Related; Financial Committee Member for Non-Profi t; Help review fi nancial records with othercommittee members and report fi ndings once per year; Start date 10/2018; 0 hrs/mo devoted and during trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-21

Designations

Other Names

• David S Koehler