David William Belisle

Current Employers

Employment History

• 01/2019 → 06/2019
  Brookstone Capital Management
  Wheaton, IL
• 01/2013 → 08/2019
  Paramount Wealth Strategies
  Beverly, MA
• 06/2019 → 11/2019
  Changepath, Llc
  Leawood, KS
• 12/2019 → 10/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2022 → Present
  Paramount Planning Llc Dba Paramount Financial
  Danvers, MA
• 08/2021 → Present
  Paramount Planning Llc Dba Paramount Financial
  Danvers, MA
• 06/2013 → 06/2022
  David Belisle, Sole Proprietor
  Danvers, MA
• 11/2021 → Present
  Dwb Tax And Insurance Services Llc
  Danvers, MA
• 09/2022 → Present
  Dwb Tax And Insurance Services Llc Dba Tradewinds Tax Planning
  Danvers, MA
• 10/2024 → Present
  Tri-Point Tax And Accounting Services Llc
  Danvers, MA
• 02/2017 → 06/2021
  Greenleaf Consulting Llc
  Beverly, MA
• 07/2016 → 06/2019
  Canna-Capital Protection Strategies, Llc
  Danvers, MA
• 07/2016 → 08/2019
  Alignment Healthcare Consulting, Llc
  Beverly, MA

Previous Registrations

• 2019-12-03 → 2022-10-21
  Ae Wealth Management, Llc
  Newington, NH
  Danvers, MA
  Danvers, MA
• 2019-07-26 → 2019-12-03
  Creativeone Wealth, Llc
  Overland Park, KS
  Danvers, MA

Other Businesses

1.) DWB Tax and Insurance Services LLC; Investment Related; Insurance Agent; Fixed Insurance Sales; Danvers, MA; Start date: 01/2022; 40% of time spent in this activity. 2.) DWB Tax and Insurance Services LLC: Not Investment Related; Founder; Tax Planning/Preparation; Danvers, MA; Start date: 09/2022; 10 hours per month during securities trading hours. 3) Tri-Point Tax and Accounting Services LLC; Not Inv rel; owner/tax preparer; Danvers, MA; Start: 10/2024; Approx 28 hrs/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-04

Other Names

• Dave Belisle
• David Belisle