David Benjamin Kay

Current Employers

Employment History

• 07/2014 → 10/2017
  Lincoln Financial Advisors Corporation
  Malvern, PA
• 10/2017 → 02/2019
  Questar Capital Corporation
  Minneapolis, MN
• 02/2019 → 04/2023
  Securities America, Inc.
  Exton, PA
• 06/2019 → 04/2023
  Securities America Advisors, Inc.
  Exton, PA
• 04/2023 → Present
  Creativeone Securities, Llc
  Overland Park, KS

Previous Registrations

• 2019-06-27 → 2023-05-15
  Securities America Advisors, Inc.
  Exton, PA

Other Businesses

1) The Northeastern Group_Group Health Insurance; Not investment related; 600 Eagleview Blvd Suite 300 Exton, PA 19341; Prospecting Group Health Insurance; Partner; 08/2005; 10 Hrs/Mo; 1 Hr/Mo; Partner 2) David Kay/The Northeastern Group_Premium Financing; Investment related; 600 Eagleview Blvd Suite 300 Exton, PA 19341; Introducing Clients To Banking With intent Of Financing Life Insurance Premiums; Partner; 01/2003; 2 Hrs/Mo; .25 Hrs/Mo; Part of my diversified financial services 3) The Northeastern Group_Exit Strategy Planning; Investment related; 600 Eagleview Blvd Suite 300 Exton, PA 19341; Business exit strategy planning; Managing Partner; 01/2023; 2 hrs/mo; .25 hrs/mo 4) The Northeastern Group_Estate Planning; Investment related; 600 Eagleview Blvd Suite 300 Exton, PA 19341; Consulting Estate Planning; Advisor/Consultant; 09/2024; 20 hrs/mo; 1 hr/mo 5) Max And Bella Black Foundation; Investment Related; 14 Seabury Lane, Downingtown, PA 19335; Charitable Foundation Donates Annually To 501c3; Manager; 6) Advanced College Planning Solutions; Investment Related; 600 Eagleview Blvd Suite 300 Exton, PA 19341; Consulting Families With Financial Aid; Partner; 08/2007; 10 Hrs/Mo; 1 Hr/Mo; Part of my diversified financial services

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-25
• S63 Uniform Securities Agent State Law Examination
  1994-11-14

Other Names

• David B Kay