David Gay

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Minnesota Life Insurance Company
  St Paul, MN
• 07/2019 → Present
  Symmetry Financial Solutions
  San Antonio, TX
• 07/2019 → 10/2020
  Securian Financial Services Inc
  St Paul, MN
• 02/2016 → Present
  Dg Texas Consulting
  San Antonio, TX
• 10/2020 → 06/2024
  Securities America, Inc.
  San Antonio, TX
• 10/2020 → 06/2024
  Securities America Advisors
  San Antonio, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2020-10-26 → 2024-06-14
  Securities America Advisors, Inc.
  San Antonio, TX
  San Antonio, TX
• 2019-09-04 → 2020-11-12
  Securian Financial Services, Inc.
  San Antonio, TX

Other Businesses

1. SYMMETRY FINANCIAL SOLUTIONS POSITION: Advisor and sales NATURE: Life insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2019 ADDRESS: SAN ANTONIO TX 78217 DESCRIPTION: Sales of life insurance and annuity products. 2. ALAMO KIWANIS -volunteer -Alamo Kiwanis is service org in association w/Kiwanis International. Founded in 1947, enjoy premier status in community. Have several fundraising events: Fiesta Noche del Rio, performed at Arneson River Theater since 1957, along w/two new fundraisers, "K" Fore Kids, golf tournament held at Quarry Golf Course in spring, & Clays for Kids, sporting clay shoot held in fall at San Antonio Gun Club, have allowed club to donate approx $3 million to local children's charities such as Any Baby Can, The Children's Shelter, Children's Bereavement Center, Respite Care, 3. ALAMO RETRIEVER CLUB -AKC Hunt Test Secretary, club member -Alamo Retriever Club Not-for-profit club helping members train their retrievers. Affiliated w/AKC & UKC/HRC. Club conducts hunt tests & field trials. INVEST RELATED No #HRS 10 SEC TRADE HRS 1 -1/1/10 -230 WILDROSE AVE, SAN ANTONIO TX 78209 -AKC Hunt Test Secretary. Responsible for planning & execution of March retriever hunt test carried out w/rules & regulations from American Kennel Club. 4. SAN ANTONIO GUN CLUB -Board Member -San Antonio Gun Club is oldest active gun club in country & only shotgun shooting facility located in heart of metropolitan city. SAGC officially chartered in 1921 & has been in current location since 1930. Open to public & visitors always welcome. Mission of San Antonio Gun Club is to enhance knowledge, skill & enjoyment of shotgun sports for all participants, from beginners to expert competitors & seasoned hunters, while also instilling sense of responsibility & safety for themselves & others. Accomplish this while building harmony & fellowship among our members, guests & community. Club Leadership led by volunteer Board of Directors. Members of Board are elected for 3-year term by majority vote of membership. INVEST RELATED No #HRS 2 SEC TRADE HRS 0 -1/1/24 -928 E Contour Dr, SAN ANTONIO TX 78212 -Help promote club & provide input for club operations. 5. DG TEXAS CONSULTING -Owner -Business development consulting INVEST RELATED No #HRS 1 SEC TRADE HRS 0 -2/1/16 -823 S Hackberry St, SAN ANTONIO TX 78203 -Business owner & solo consultant. Consulting consists of marketing, business development, proposal management & writing, process improvement. 6. MIDTOWN BUSINESS ASSOCIATION POSITION: Board Member At Large NATURE: Not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Alamo Heights TX 78209 DESCRIPTION: As a board member I provide guidance and advise for growing membership, gaining sponsorships, and helping to organize an annual Alamo Heights Holiday Parade. For the last 3 years I have played Santa in the parade. I also attend the monthly Association social/networking event. ALAMO CITY ARTS POSITION: VP Board of Directors NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: San Antonio TX 78218 DESCRIPTION: The Vice President supports the President in leading and governing the organization while advancing its mission and strategic goals. Works with board members to ensure continuity and effective decision-making. In the President’s absence, assumes delegated duties and authority. May oversee special projects, liaise with committees or partners, and assist with board development and strategic planning. Expected to stay informed on organizational activities and contribute to board decisions. Board members are encouraged to contribute financially, help secure sponsorships, and promote the organization.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-13