David Thomas Cargill

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2017
  Moreau Seminary
  Notre Dame, IN
• 06/2017 → 06/2018
  Fellowship Of Catholic University Students (Focus)
  Cheney, WA
• 06/2018 → 06/2019
  Fellowship Of Catholic University Students (Focus)
  Irvine, CA
• 06/2019 → 05/2020
  Fellowship Of Catholic University Students (Focus)
  Phoenix, AZ
• 05/2020 → 06/2022
  Ojm
  Phoenix, AZ
• 05/2020 → 06/2022
  Integrated Financial Group
  Phoenix, AZ
• 06/2022 → Present
  Lpl Financial
  Scottsdale, AZ

Previous Registrations

• 2020-08-11 → 2022-06-17
  Ojm Group, Llc
  Phoenix, AZ

Other Businesses

1.06/16/2022; David Cargill Agent; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2020; hrs/mth; 525hrs during trading 2.06/16/2022; BENEDICTUS DEUS LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/01/2022; 5hrs/mth; 2hrs during trading 3.02/24/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name FocalPoint Wealth Management; Investment Related; at Reported Business Location(s); Start Date 01/15/2026; 40hrs/mth; 4hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-21
• S65 Uniform Investment Adviser Law Examination
  2020-07-17