David Mark Sharpe

Current Employers

Employment History

• 09/2011 → 10/2019
  Ameriprise Financial Services, Inc.
  Madison, WI
• 10/2019 → 11/2022
  Securities America, Inc.
  Middleton, WI
• 10/2019 → 11/2022
  Arbor Point Advisors
  Middleton, WI
• 10/2022 → 03/2025
  Goldstein Advisors, Llc
  Madison, WI
• 11/2022 → 12/2023
  Kestra Advisory Services Llc
  Madison, WI
• 04/2025 → Present
  Savvy
  Fontana, WI

Previous Registrations

• 2022-10-06 → 2025-04-01
  Goldstein Advisors, Llc
  Madison, WI
  Middleton, WI
• 2019-10-10 → 2022-12-01
  Arbor Point Advisors
  Lake Geneva, WI
  Middleton, WI
• 2011-09-09 → 2019-10-18
  Ameriprise Financial Services, Llc
  Madison, WI
  Lake Geneva, WI
  Middleton, WI
• 2007-06-28 → 2011-09-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, WI

Other Businesses

**Licensed Independent Insurance Agent; Investment-related; 1241 John Q. Hammons Dr., Suite 302, Madison, WI 53717; Start 10/2019, Duties: Sale of Insurance products. **ROCK CENTRAL, INC.; Non investment-related; Position: Secretary and Board Member; Nature: Board Member; NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0; START: 08/16/2012; ADDRESS: 750 Veterans Parkway, Suite 104, Lake Geneva WI 5314,; DESCRIPTION: Responsible for minutes of board meetings and assisting in raising donations for a non-profit community music school. **Sharpe Wealth; investment related; marketing name for financial services, the DBA for employment at Savvy; 03/03/2026; Fontana, WI; Owner; same hours as role at Savvy, this is the DBA for this role. **Meridian Digital Assets, Inc., investment related, Fontana WI, technology platform for RIA's digital asset recommendation, Founder, CEO, 03/13/2026, 20 hrs (0 during trading)

Exams

• S66 Uniform Combined State Law Examination
  2006-07-21

Other Names

• Dave Sharpe