David James Vartanian

Current Employers

Employment History

• 01/2021 → 03/2024
  Principal Life Insurance Company
  Visalia, CA
• 01/2021 → Present
  Principal Securities Inc
  Visalia, CA
• 01/2020 → 01/2021
  New York Yankees
  Bronx, NY
• 02/2018 → 01/2020
  Texas Rangers
  Arlington, TX
• 02/2017 → 10/2017
  Boston Red Sox
  Boston, MA
• 10/2017 → 01/2020
  Dinuba Unified School District
  Dinuba, CA
• 10/2017 → 01/2020
  Visalia Unified School District
  Visalia, CA
• 06/2016 → 02/2017
  Enterprise Rent A Car
  Visalia, CA
• 06/2024 → Present
  Central Valley Strategic Wealth Management
  Visalia, CA

Other Businesses

**Fixed Insurance; Not Investment Related; Visalia, CA; Agent; Fixed Life, DI, Annuity, LTC, Group Medical, Dental, Vision, 401k; Start Date: 03/01/2021; 100 hrs per month; 100 during trading hours. **COS FOUNDATION BOARD POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2023 ADDRESS: 915 S Mooney Blvd, Visalia CA 93277, United States DESCRIPTION: The purpose is to assist the COS Foundation in fulfilling its purpose to raise funds for the college and its programs, and to disburse those funds appropriately. Duties will include engaging support for the foundation, developing and maintaining policies and procedures for the board, and ensuring effective execution of the Foundation's purpose. **COS FOUNDATION INVESTMENT COMMITTEE POSITION: Investment Committee Volunteer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2023 ADDRESS: 915 S Mooney Blvd, Visalia CA 93277, United States DESCRIPTION: The purpose is to assist the COS Foundation Board staff in developing, monitoring, and modifying the Foundation's investment policy. The Foundation's investments are managed by an outside firm, and the Investment Committee exists to ensure proper alignment between the Foundation's goals and its investments. **CENTRAL VALLEY STRATEGIC WEALTH (DBA) POSITION: Financial Advisor NATURE: All except Attorney and Tax prep INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 07/01/2024 ADDRESS: 134 N Akers St, Visalia CA 93291, United States DESCRIPTION: Same as my existing business activities under a new name. **TULARE KINGS ESTATE PLANNING COUNCIL POSITION: Member NATURE: Professional Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: PO Box 1567, Visalia CA 93279, United States DESCRIPTION: Professional Organization.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-22

Other Names

• Davy Vartanian