David Alexander Rourke

Current Employers

Strategic Planning Group, Inc.

57 River Street #306, Wellesley, MA 02481 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2019-01-09
MA	RA	APPROVED	2005-02-07

NH RA
APPROVED

Since 2019-01-09
MA RA
APPROVED

Since 2005-02-07

Branch Locations

57 River Street Suite 306, Wellesley, MA 02481 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Strategic Planning Group Inc	Wellesley	MA	03/1995	Present

03/1995 → Present

Strategic Planning Group Inc

Wellesley, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-04-24
S63	Uniform Securities Agent State Law Examination	1993-12-29

S65 Uniform Investment Adviser Law Examination

1995-04-24
S63 Uniform Securities Agent State Law Examination

1993-12-29

View on SEC IAPD

Current Employers

Strategic Planning Group, Inc.

Disclosures

Employment History

Exams

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