David Jay Weisman

Current Employers

Employment History

• 04/2016 → 03/2017
  Metlife Securities, Inc
  Charlotte, NC
• 03/2017 → Present
  Mml Investors Services, Llc
  Radnor, PA
• 05/2018 → Present
  Massmutual Life Insurance Co
  Radnor, PA

Previous Registrations

• 2016-06-06 → 2017-03-25
  Msi Financial Services, Inc.
  Charlotte, NC
  Yardley, PA
• 2014-10-06 → 2015-09-22
  Churchill Management Group
  Yardley, PA
• 2012-10-26 → 2013-12-02
  Beaumont Financial Partners Llc
  Yardley, PA
• 2010-03-19 → 2012-02-16
  Mutual Of Omaha Investor Services, Inc.
  Yardley, PA
  Omaha, NE
• 2006-01-25 → 2008-12-26
  Charles Schwab & Co., Inc.
  Yardley, PA
  San Francisco, CA
  Marlton, NJ
• 2002-04-15 → 2005-10-13
  Pgim Investments Llc
  Yardley, PA

Other Businesses

NAME: DAVID J WELSMAN INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START DATE: 11/15/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DUTIES: MAINTENANCE AND COLLECTION OF RENT

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-05
• S65 Uniform Investment Adviser Law Examination
  1997-06-24

Other Names

• David Weisman
• David Jay Weisman
• David J Weisman
• Dave Weisman