David Allen Szafranski

Employer firm

Edgewater Pro Sports Financial CRD 135316

$225M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 10/2017
  Raymond James Financial Services
  Cleveland, OH
• 05/2005 → Present
  Henson-Edgewater Management, Llc
  Avon, OH
• 08/2005 → Present
  Independent Insurance Agent
  Avon, OH
• 06/2005 → Present
  Edgewater Pro Sports Financial
  Avon, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Avon, OH
• 05/2011 → Present
  Edgewater Investment Group
  Avon, OH
• 11/2011 → Present
  Extemporaneous Television
  Avon, OH
• 09/2011 → Present
  Extemporaneous Radio
  Avon, OH
• 10/2017 → Present
  Niagara International Capital Limited
  San Diego, CA
• 06/2018 → Present
  Chalice Capital Partners, Llc
  San Diego, CA

Previous Registrations

• 2009-01-02 → 2017-10-04
  Raymond James Financial Services Advisors, Inc
  Avon, OH
• 2005-05-26 → 2010-12-31
  Edgewater Pro Sports Financial
  Avon, OH
  Avon, OH
• 2004-01-20 → 2009-01-02
  Raymond James Financial Services, Inc.
  Avon, OH
• 2003-02-20 → 2004-11-18
  Family Wealth Counselors, Inc. (Not "Waelth")
  Cleveland, OH
• 1999-10-18 → 2004-01-07
  Lpl Financial Llc
  Cleveland, OH

Other Businesses

1) EDGEWATER INVESTMENT GROUP. INVESTMENT RELATED. STARTED:5/2011:AVON, OH:SUPPORT COMPANY/DBA (OWNER):INSURANCE SALES:0 HRS/MO:0HRS DURING TRADING:I AM THE OWNER. 2) EDGEWATER PRO SPORTS FINANCIAL:INVESTMENT RELATED:AVON, OH:ADVISOR:INDEPENDENT RIA: 6/2005-PRESENT:40 HRS/MO:2 HRS DURING TRADING. 3) EXTEMPORAEOUS TELEVISION - AVON, OH. I WILL BE INTERVIEWED REGARDING IDEAS NOT SPECIFIC INVESTMENTS OR SECURITIES. STARTED 11/22/2011 TO PRESENT. .25 HOURS WEEKLY, .25 DURING TRADING HOURS. NOT INVESTMENT RELATED. 4) EXTEMPORANEOUS RADIO:NOT INVESTMENT RELATED:9/2011-PRESENT:AVON, OH:CONTRIBUTOR:RADIO:2 HRS/WK:0 HRS DURING TRADING:CONTRIBUTOR. 5) INDEPENDENT INSURANCE AGENT:INVESTMENT RELATED:8/2005-PRESENT:AVON, OH:AGENT:NON-VARIABLE INSURANCE:20 HRS/MO 0 HRS DURING TRADING. 6) FINANCIAL STRATEGIES BY DAVID A. SZAFRANSKI, AVON, OH, SUPPORT COMPANY/DBA (OWNER), SUPPORT COMPANY/DBA (OWNER), NON-INVESTMENT RELATED, STARTED 09/2016, 0 HOURS DEVOTED, 0 HOURS DEVOTED DURING TRADING HOURS, COMPANY OWNER. 7) Moody Radio. Not investment related. Brecksville, OH. Radio Interviewer; start date 01/2003. 2 Hrs.per month. No compensation. Extemporaneous radio interview on a weekly basis. All interviews are recorded and archived. 8) FINANCIAL REVELATIONS; NOT INVESTMENT RELATED; 36855 AMERICAN WAY 2F AVON,OH 44011; PODCAST; MODERATOR; 12/15/2022; 30 MINUTES WEEKLY, 90 MINUTES MONTHLY; 15 MINUTES DURING TRADING; I MAKE NO RECOMMENDATIONS AND IT IS NOT AN ADVERTISEMENT FOR MY SECURITIES BUSINESS. I TALK ABOUT GOV'T POLICY, THE FED, FINANCIAL PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-09
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Other Names

• David A Szafranski
• David A Szafenski
• David Allen