David Wroth Feeley

Current Employers

Employment History

• 05/2021 → Present
  Red Oak Financial Group, Llc
  Towson, MD
• 03/2020 → 05/2021
  Unemployed
  Baltimore, MD
• 01/2013 → 02/2020
  Djf, Inc.
  Hunt Valley, MD
• 06/2021 → Present
  Lpl Financial Llc
  Towson, MD

Other Businesses

1) 02/14/2022 - Red Oak Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/22/2022 - Red Oak Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Registered Admin - Start Date: 05/2021 - 160 Hours Per Month/90 Hours During Securities Trading - Time Spent 90% - I provide administrative support to Red Oak Financial Group., an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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 and independent of LPL Financial. 3) 02/22/2022 - LPL Financial LLC - Investment Related - At Reported Business Location(s) - Broker Dealer - Registered Representative - Start Date: 06/2021 - Appx. 10 Hrs/Mnth.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-11
• S65 Uniform Investment Adviser Law Examination
  2021-08-23

Designations