David Mathew Staab

Current Employers

Foundation Wealth & Tax Advisors, Llc

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-05-20

MD RA
APPROVED

Since 2025-05-20

Branch Locations

Charlotte, NC • United States

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
High School Student	Hereford	MD	01/2014	05/2017
Diversified Insurance Industries	Hunt Valley	MD	05/2017	09/2017
Padonia Park Club	Cockeysville	MD	05/2017	08/2017
High School Student	Hereford	MD	05/2017	08/2018
College Student	College Park	MD	08/2018	05/2021
First Source Electronics	Elkridge	MD	06/2021	09/2021
College Student	College Park	MD	09/2021	05/2022
Four Seasons Hotels And Resorts	Baltimore	MD	05/2022	08/2022
Masters Student	College Park	MD	05/2022	07/2023
Four Seasons Hotel And Resorts	Baltimore	MD	07/2023	11/2023
Unemployed/Volunteering	Baltimore	MD	12/2023	10/2024
Rcn & Associates	Edgewater	MD	01/2025	Present
Foundation Wealth & Tax Advisors, Llc	Charlotte	NC	01/2025	Present

01/2014 → 05/2017

High School Student

Hereford, MD
05/2017 → 09/2017

Diversified Insurance Industries

Hunt Valley, MD
05/2017 → 08/2017

Padonia Park Club

Cockeysville, MD
05/2017 → 08/2018

High School Student

Hereford, MD
08/2018 → 05/2021

College Student

College Park, MD
06/2021 → 09/2021

First Source Electronics

Elkridge, MD
09/2021 → 05/2022

College Student

College Park, MD
05/2022 → 08/2022

Four Seasons Hotels And Resorts

Baltimore, MD
05/2022 → 07/2023

Masters Student

College Park, MD
07/2023 → 11/2023

Four Seasons Hotel And Resorts

Baltimore, MD
12/2023 → 10/2024

Unemployed/Volunteering

Baltimore, MD
01/2025 → Present

Rcn & Associates

Edgewater, MD
01/2025 → Present

Foundation Wealth & Tax Advisors, Llc

Charlotte, NC

Other Businesses

10 hours a week for RCN & Associates, LLC as a staff accountant. I do not receive commission. My compensation is factored into my base salary with Foundation Wealth and Tax Advisors.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-19

S65 Uniform Investment Adviser Law Examination

2025-05-19

Other Names

David M Staab

View on SEC IAPD