David Wayne Keely

Current Employers

Employment History

• 06/2014 → 10/2016
  Edward Jones
  St Louis, MO
• 10/2016 → 10/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2017 → Present
  Valic Financial Advisors, Inc.
  San Diego, CA
• 12/2022 → Present
  Agia
  Houston, TX

Previous Registrations

• 2016-10-24 → 2017-10-31
  Cuso Financial Services, L.P.
  San Diego, CA
  Carlsbad, CA
  San Diego, CA
  National City, CA
  San Diego, CA
  El Cajon, CA
• 2014-11-14 → 2016-10-04
  Edward Jones
  St Louis, MO
  San Diego, CA
  San Diego, CA

Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products 501(C)3 YOUTH GROUP POSITION: Chairperson NATURE: Our local Boy Scout troop is loosing its Charter Organization (CO). Other non-profit organizations willing to serve as COs are not available. Therefore, local community members are forming a new Non Profit 501(c)3 to become the Charter Organization for the local Scout Troop(s). The new CO is a group whose objectives, mission and methodologies are compatible with those of the Scouting Program. The CO will serve young people. It will do so by supporting the Unit Committee(s) and ensure the delivery of a quality program to serve youth. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2023 ADDRESS: 7592 Northrup Dr, San Diego CA 92126, United States DESCRIPTION: This is a voluntary, non-paid position. I will serve as the chairperson of the 501(c)3 organization. My primary goals is to help the Troop be successful and provide coordination between the Chartered Organization and the Scouting Program. My duties will include: serving as a member of the unit's Key-3 Team and meet together several times a year, (after working hours), ensuring that the unit leaders are properly trained and adhere to Scouting Policies, promote well planned unity programs, promoting the recruitment of new members, and assist with the annual unit charter renewal. Initially the 501(c)3 will at least 5 members: Chairperson, Secretary, Treasurer, and other members. I will not have check writing authority.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-19
• S63 Uniform Securities Agent State Law Examination
  1991-06-05

Designations

Other Names

• David W Keely
• David Wayne Keely
• David Keely