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David Chester Mcalister

Osaic Wealth, Inc.

Carlisle, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-14
  • PA RA
    APPROVED
    Since 2024-06-14

Branch Locations

64 S West St, Carlisle, PA 17013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sterne Agee Financial Services, Inc. Carlisle PA 01/2017 12/2019
Highmark Inc. Camp Hill PA 12/1999 01/2017
Securities America, Inc. Carlisle PA 01/2020 06/2024
Securities America Advisors Carlisle PA 01/2020 06/2024
Osaic Wealth, Inc. Carlisle PA 06/2024 Present
  • 01/2017 → 12/2019
    Sterne Agee Financial Services, Inc.
    Carlisle, PA
  • 12/1999 → 01/2017
    Highmark Inc.
    Camp Hill, PA
  • 01/2020 → 06/2024
    Securities America, Inc.
    Carlisle, PA
  • 01/2020 → 06/2024
    Securities America Advisors
    Carlisle, PA
  • 06/2024 → Present
    Carlisle, PA
Previous Registrations
  • 2020-01-02 → 2024-06-14
    Securities America Advisors, Inc.
    Carlisle, PA
    Carlisle, PA
  • 2017-06-20 → 2020-01-02
    Carlisle, PA
    Birmingham, AL
Other Businesses

***BUSINESS UNDERWRITERS ASSOCIATES POSITION: Business relationship NATURE: We do insurance/annuity/LTC business via Business Underwriters Associates INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2017 ADDRESS: 3700 Embassy Pkwy, Suite 450, Akron OH 44333 DESCRIPTION: We process our insurance/annuity/LTC business through BUA. ***ANNETTE MCALISTER TRUST POSITION: Trustee NATURE: Trustee for my mother's trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 5913 Stephens Xing, Mechanicsburg PA 17050 DESCRIPTION: Along with my brother, I'm responsible for managing the assets in the trust. ***DBA - Cornerstone Wealth Management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-21
  • S66 Uniform Combined State Law Examination
    2017-04-21

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