David Michael Whitman

Current Employers

Employment History

• 01/2010 → 08/2017
  H. Beck, Inc.
  Pompano Beach, FL
• 08/2017 → 03/2020
  Advisory Alpha, Llc
  Pompano Beach, FL
• 10/2009 → Present
  Strategic Investment And Insurance
  Boca Raton, FL
• 10/2009 → Present
  Self Employed
  Boca Raton, FL

Previous Registrations

• 2017-09-06 → 2020-03-25
  Advisory Alpha, Llc
  Pompano Beach, FL
  Holland, MI
• 2011-09-20 → 2017-08-28
  Grove Point Investments, Llc
  Rockville, MD
  Pompano Beach, FL

Other Businesses

1) NAME OF OTHER BUSINESS: STRATEGIC INVESTMENTS AND INSURANCE; INVESTMENT RELATED: YES; ADDRESS: 550 SW 3RD STREET, SUITE 105, POMPANO BEACH, FL 33060; NATURE OF BUSINESS: FIXED INSURANCE, FINANCIAL CONSULTING AND EDUCATION; POSITION: OWNER; START DATE: 10/01/2009; HOURS PER MONTH: 40; HOURS PER MONTH DURING TRADING: 40; DUTIES: CONSULTS WITH CLIENTS REGARDING FINANCIAL MATTERS, EDUCATION AND INSURANCE NEEDS. 2) NAME: DAVID MICHAEL WHITMAN; INVESTMENT RELATED: YES; ADDRESS: 550 SW 3RD STREET, SUITE 105, POMPANO BEACH, FL 33060; NATURE OF BUSINESS: SALE OF INSURANCE; POSITION: LICENSED INSURANCE AGENT; START DATE: 10/1/2009; HOURS PER MONTH: 40; HOURS PER MONTH DURING TRADING: 40; DUTIES: OFFERS FIXED AND EQUITY INDEXED ANNUITIES, LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE, AND MEDICARE SUPPLEMENT POLICIES.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16
• S63 Uniform Securities Agent State Law Examination
  1999-05-08

Designations