David John Berkeihiser

Current Employers

Employment History

• 11/1997 → Present
  Lpl Financial Llc
  West Chester, PA
• 04/2012 → Present
  Private Advisor Group, Llc
  West Chester, PA

Other Businesses

1. 03/04/2011 - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENT. - TIME SPENT 1% - WEST CHESTER, PA. 2. 12/11/2013 - PRIVATE ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR - (HYBRID) PRIVATE ADVISOR GROUP - PROVIDE INVESTMENT MANAGEMENT SERVICES CHARGING AND ADVISORY FEE (WRAP FEE) AND/OR PROVIDE FINANCIAL PLANNING SERVICES ON A FIXED RATE OR HOURLY BASIS. - TIME SPENT 90% - WEST CHESTER, PA 3. 12/21/2015 - Mowery and Associates - INV REL - 600 Willowbrook Lane Ste 620 West Chester PA 19382 - Non-Variable Insurance - START 12/15/2015 -1 Hrs/Mth - 0 Hrs During Trading - I would be a broker or agent for Mowery and Associates and compensated from the insurance carrier. 4. 12/12/2016 - Private Advisor Group, LLC - DBA: (Hybrid) Comprehensive Wealth Management Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/30/2012 - 160 Hours Per Month/120 Hours During Securities Trading - Provide advisory services. 5. 5/24/2021 - FPA Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2021 - 180 Hours Per Month/150 Hours During Securities Trading. 6. 5/27/2021 - Private Advisor Group - DBA: (Hybrid) FPA Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 06/01/2021 - 180 Hours Per Month/150 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 180 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 10/01/2025 - FPA WealthForge Team - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-12

Designations

Other Names

• David J Berkeihiser