David T Georgiev

Current Employers

Employment History

• 12/2014 → Present
  Lpl Financial, Llc
  Rochester, NY
• 06/2016 → Present
  Private Advisor Group, Llc
  Rochester, NY

Previous Registrations

• 2007-05-22 → 2014-12-09
  M&T Securities, Inc.
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Brockport, NY
  Syracuse, NY
  Syracuse, NY
  Cheektowaga, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Village Of Honeoye Falls, NY
  Victor, NY
  Brockport, NY
  Rochester, NY
  Rochester, NY
  Auburn, NY
  Auburn, NY
  Seneca Falls, NY
  Elbridge, NY
  Skaneateles, NY
  Skaneateles, NY
  Camillus, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY

Other Businesses

1) 12/09/2014: No Business Name - Real Estate Rental - Investment Related - 952 Britton Rd. Rochester NY - owner of real property 2) 09/17/2015: Specific Solutions - Non-Variable Insurance - Investment Related - 1672 Monroe Ave Rochester NY 14618 - Start 09/04/2015 - 10 Hr/Mo; 0 Hour(s) During Securities Trading - INS Types: Life, Health, Disability, LTC, Fixed Annuities 3) 12/29/2016 - Monarch Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2016 - 130 Hours Per Month During Securities Trading - I provide investment advisory services through Monarch Wealth Management an independent investment advisor firm. I started this business activity in 07, 2016. I expect to spend approximately 130 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL. 4) 5/11/2017 - Private Advisor Group, LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/01/2016 - 80 Hours Per Month/75 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/11/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 5/12/2017 - monarch wealth management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/14/14 - 60 Hours Per Month/50 Hours During Securities Trading. 6) 6/9/2017 - KAFL Insurance - Investment Related - 85 Allen St # 300 Rochester NY 14608 - Non-Variable Insurance - Started 06/01/2017 - 5 Hours Per Month/3 Hours During Securities Trading - Group life/disability/vision/dental. 7) 12/15/2021 - Monarch Destinations - Investment Related - Kissimmee, FL 34747 - Real Estate Rental - Start Date: 11/26/2021 - 1 Hour Per Month/0 Hours During Securities Trading - LLC Setup to purchase a vacation/rental property. 8) 08/30/2022 - Monarch Wealth Management Holdings, LLC - Not Investment Related - Rochester, NY 14618 - Real Estate Rental - Start Date - 08/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading 9) 06/12/2026 - Referral Income - Not Investment Related - W Melbourne, FL - Start Date 06/01/2026 - 5 hours per month/ 2 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-21
• S63 Uniform Securities Agent State Law Examination
  2005-03-01