David Lee Deffinbaugh

Current Employers

Employment History

• 01/2009 → 11/2016
  Securities America, Inc.
  Great Falls, MT
• 01/2009 → 11/2016
  Securities America Advisors, Inc.
  Lavista, NE
• 06/2019 → 04/2021
  Avantax Investment Services, Inc.
  Great Falls, MT
• 06/2019 → 04/2021
  Avantax Insurance Agency, Llc
  Great Fallas, MT
• 06/2019 → 04/2021
  Avantax Advisory Services
  Great Falls, MT
• 01/2016 → Present
  Bd Properties, Llc
  Great Falls, MT
• 07/2014 → Present
  Deffinbaugh Financial Services, Inc
  Great Falls, MT
• 01/2007 → Present
  David Deffinbaugh, Cpa Pc
  Great Falls, MT
• 12/2016 → 06/2019
  Northwest Investment Advisors, Inc
  Great Falls, MT
• 05/2021 → Present
  Lpl Financial Llc
  Great Falls, MT
• 12/2023 → Present
  Verus Capital Partners
  Scottsdale, AZ

Previous Registrations

• 2019-06-18 → 2021-05-24
  Avantax Advisory Services
  Great Falls, MT
• 2016-12-02 → 2019-06-17
  Northwest Investment Advisors, Inc.
  Great Falls, MT
  Spokane, WA
  Spokane, WA
  Great Falls, MT
• 2009-01-23 → 2016-12-01
  Securities America Advisors, Inc.
  Great Falls, MT
  Great Falls, MT
  Great Falls, MT
• 2003-12-15 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Great Falls, MT
  Folsom, CA
  Great Falls, MT
• 2001-01-16 → 2003-12-15
  Metropolitan Financial Services, Inc.
  Great Falls, MT

Other Businesses

1)5/2021- Deffinbaugh Financial Services, Inc- DBA for LPL Business (entity for LPL business)- Inv. Related- Great Falls, MT- start date 7/1/2014 2)5/2021- Deffinbaugh Financial Services, Inc- Insurance Agency- President- Inv. Related- Great Falls, MT- start date 7/1/2017-50% 3)5/2021- BD Properties, LLC- Real Estate Rental- co-owner/managing member- Inv. Related- Great Falls, MT- start date 4/2016 4) 2/4/2022 - Cascade County Zoning Board of Adjustment - Not Investment Related - Cascade County Annex, 325 2nd Ave N, Room 105, Great Falls, MT - Non-Profit Board Member - Board Member - Started 01/25/2022 - 2 Hours Per Month During Securities Trading. 5) 12/01/2022 - David Deffinbaugh, CPA PC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date - 09/01/1996 - 120 Hours Per Month/7 Hours During Securities Trading 6) 01/30/2024 - Verus Capital Partners, LLC - Inv Related - At reported Business Location9s) - Registered Investment Advisor - Started: 1/1/2024 - 80 hrs/mo; 2 Hrs During Trading - I provide investment advisory services through Verus Capital Partners, LLC, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 80 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 06/29/2026 - David Deffinbaugh - Author - Not Investment Related - Great Falls, MT - Start Date 06/01/2026 - 20 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-18
• S63 Uniform Securities Agent State Law Examination
  1996-12-07

Other Names

• Dave Deffinbaugh