David Alan Beemer

Current Employers

Employment History

• 12/2012 → 06/2024
  Securities America, Inc.
  Bath, ME
• 04/2016 → 06/2024
  Securites America Advisors
  Bath, ME
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bath, ME

Previous Registrations

• 2016-04-27 → 2024-06-14
  Securities America Advisors, Inc.
  Bath, ME

Other Businesses

1. SECURITES AMERICA ADVISORS IAR-INVESTMENT RELATED-INVESTMENT ADVISORY-START DATE: 4/4/2016 LOCATED AT 398 WASHINGTON ST; BATH, ME 04530 2. 1ST STEP MOBILE NOTARY POSITION: Notary NATURE: Notary Public - Interpreting and notarizing documents, loan closings and performing marriages. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2017 ADDRESS: 398 Washington Street, Bath ME 04530 DESCRIPTION: Maine notaries read, understand, explain and then witness documents being signed. Maine notaries are also able to perform marriages. 3. EAA87 CHAPTER VP POSITION: VP NATURE: Vice President EAA87 (Experimental Aircraft Association Chapter 87) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/13/2020 ADDRESS: None, Bowdoinham ME 04530 DESCRIPTION: We meet once per month. Our chapter is part of the worldwide network of EAA chapters. EAA embodies the spirit of aviation through the world's most engaged community of aviation enthusiasts. EAA's 170,000 plus members enjoy the fun and camaraderie of sharing their passion for flying, building and restoring recreational aircraft. 4. EXPERIMENTAL AIRCRAFT CONSTRUCTION POSITION: Chief Builder NATURE: Experimental Aircraft Construction INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2022 ADDRESS: 398 Washington Street, Bath ME 04530 DESCRIPTION: I'm building a VAN's RV-14A experimental aircraft. There are five kits (boxes) that cost roughly $85,000 that will take approximately five years to complete. Once completed the aircraft will be worth $250,000 and fly just over 1000 miles at 205 MPH. 5. 1ST STEP FINANCIAL - SINCE 1999 POSITION: Insurance Sales NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1999 ADDRESS: 398 Washington Street, Bath ME 04530 DESCRIPTION: I help clients determine if they need life insurance and how much they need for how long. I also help them with retirement income with index annuities and help them determine if long term care insurance and Medicare supplement insurance is needed. 6. 1ST STEP MARRIAGE OFFICIANT POSITION: Marriage Officiant NATURE: I'm a Sole Proprietor who marries couples. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 398 Washington Street, Bath ME 04530, United States DESCRIPTION: I'm a Marriage Officiant that marries couples. 7. FLIGHTTIME MAINTENANCE OFFICER POSITION: Maintenance Officer NATURE: It's a not for profit LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2025 ADDRESS: 96 Chewonki Neck Road, Wiscasset ME 04578, United States DESCRIPTION: I'm responsible for maintaining the airworthiness of a local flying clubs 1977 Cessna 172N. 8. 1ST STEP TAX PREP POSITION: Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 398 Washington St, Bath ME 04530-1724, United States DESCRIPTION: In Maine it's very difficult to find a CPA or tax preparer to deal with Estate tax returns. I've been doing Estate returns for my family and I helped out my wife and her brother's Estate this last tax season and I would like to help other's in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-16
• S63 Uniform Securities Agent State Law Examination
  1993-12-28