David Michael Ellerbrock

Current Employers

Employment History

• 10/2002 → 12/2016
  Aig American General Life Insurance Company
  Columbus Grove, OH
• 01/2009 → Present
  Sagepoint Financial, Inc
  Columbus Grove, OH
• 01/2016 → 10/2016
  Penrod & George, Cpa's
  Ottawa, OH
• 10/2016 → 12/2019
  Elevator Services And Storage Inc
  Beaverdam, OH
• 09/2023 → Present
  Osaic Wealth, Inc.
  Columbus Grove, OH

Previous Registrations

• 2018-04-12 → 2023-09-01
  Osaic Services, Inc.
  Columbus Grove, OH
  Columbus Grove, OH

Other Businesses

1) STRATEGIC FINANCIAL RESOURCES LLC POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 07/01/1995 ADDRESS: 211 W. Sycamore St.,, Columbus Grove OH 45830, United States DESCRIPTION: Service the financial needs of clients through insurance products such as life and disability insurance and fixed annuities. 2) STRATEGIC FINANCIAL RESOURCES POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2005 ADDRESS: 211 W. Sycamore St., Columbus Grove OH 45830, United States DESCRIPTION: This is my DBA for my securities business 3) ST. ANTHONY'S KNIGHTS OF COLUMBUS #9788 POSITION: Financial Secretary NATURE: Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 512 W. Sycamore St., Columbus Grove OH 45830, United States DESCRIPTION: Maintain the accounting records for the local Knights of Columbus Council. No check signing for this organization occurs by me in this capacity. 4) NOTARY PUBLIC POSITION: Notart NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/22/2016 ADDRESS: 211 W SYCAMORE ST, P O BOX 146, COLUMBUS GRV OH 45830-1251, United States DESCRIPTION: I notarize signatures when necessary during by normal course of business. I receive no compensation for this service that I occasionally provide. 5) DAVE ELLERBROCK, CPA POSITION: CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/10/2021 ADDRESS: 16469 Road 13P, COLUMBUS GRV OH 45830, United States DESCRIPTION: Income tax planning and tax form preparation 6) CAMPAIGN ACCOUNTANT FOR LOCAL COUNTY COMMISSIONER CANDIDATE POSITION: Accountant NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/11/2023 ADDRESS: 303 Birch St, Columbus Grove OH 45830, United States DESCRIPTION: File periodic reports of campaign finance activity. Keep an account of all contributions received and expenditures made. Preserve all records and accounts for 6 years after each periodic report has been filed. No check writing or depositing of funds will be done in this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-16
• S63 Uniform Securities Agent State Law Examination
  2004-11-30

Other Names

• David Michael Allerbrock
• David Michael Allerbrock
• David Michael Ellerbrock