David William Maurer

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  La Jolla, CA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  La Jolla, CA
  La Jolla, CA
  La Jolla, CA
• 1997-12-16 → 2005-10-31
  Sentra Securities Corporation
  La Jolla, CA

Other Businesses

1. OSAIC WEALTH, INC., INVESTMENT RELATED, 4225 EXECUTIVE SQUARE SUITE 120 LA JOLLA, CA, 92037, UNITED STATES INVESTMENT ADVISOR REPRESENTATIVE, START DATE :01-OCT-1995, HOURS :30, SECURITYHOURS: 4,I ACTIVELY MANAGE MY CLIENT'S ACCOUNTS AND PROVIDE A COMPREHENSIVE QUARTERLY PORTFOLIO ANALYSIS AND TYPICALLY MEET WITH THEM ANNUALLY. 2. DAVID W. MAURER POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2010 ADDRESS: 4225 Executive, Suite 120, La Jolla CA 92037, United States DESCRIPTION: I offer fixed insurance products when appropriate for the client. 3. OFITE CORPORATION POSITION: PRESIDENT, BOARD OF DIRECTORS NATURE: OWNER/DIRECTOR INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2023 ADDRESS: 11302 Steeplecrest, Houston, TX 77065, United States DESCRIPTION: I am on the board of directors that collaborates with the CEO on business strategies. 4. SAN DIEGO COUNTY HONORARY DEPUTY SHERIFFS ASSOCIATION POSITION: Treasurer NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/21/2026 ADDRESS: 9621 Ridgehaven Court, San Diego CA 92123, United States DESCRIPTION: As Treasurer for the San Diego County Honorary Deputy Sheriffs Association, I am responsible for overseeing the organization's financial records, including tracking income, expenses, and maintaining accurate books. I assist in preparing periodic financial reports and present updates to the board to support budgeting and financial decision-making. I also assist with annual budgeting, coordinate any required filings, and help ensure transparency with financial activities.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-03
• S63 Uniform Securities Agent State Law Examination
  1993-11-15