David Rhys Eichenhofer

Current Employers

Employment History

• 10/2013 → 03/2023
  Lpl Financial Llc
  Geneva, NY
• 08/2019 → 03/2023
  Hnp Capital Llc
  Geneva, NY
• 03/2023 → 10/2024
  American Portfolios Financial Services, Inc.
  Pittsford, NY
• 03/2023 → 10/2024
  American Portfolios Advisors, Inc.
  Pittsford, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-03-08 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2021-08-12 → 2023-03-15
  Hnp Capital Llc
  Rochester, NY
• 2013-10-17 → 2022-07-27
  Lpl Financial Llc
  Auburn, NY
  Geneva, NY
  San Diego, CA
  Waterloo, NY
  Ovid, NY
  Geneva, NY
  Penn Yan, NY
  Penn Yan, NY
  Geneva, NY
  Geneva, NY
  Ovid, NY
  Waterloo, NY
  Victor, NY
  Canandaigua, NY
  Honeoye Falls, NY
  Rochester, NY
  Caledonia, NY
  Rochester, NY
  Rochester, NY
  Rochester, NY
  Henrietta, NY
  Rochester, NY
  Victor, NY
  Canandaigua, NY

Other Businesses

1. FINGER LAKES INVESTMENTS CORP POSITION: Agent NATURE: Insurance DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2023 ADDRESS: 65 Monroe Ave Ste 101 Pittsford NY 14534 DESCRIPTION: Sell life insurance and fixed annuities. 2. I TRUST ADVISORS LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/28/2025 ADDRESS: 440 S Warren St Ste 608 Syracuse NY 13202 DESCRIPTION: Sell term insurance and some annuities. 3. FINGER LAKES WEALTH SOLUTIONS LLC POSITION: owner-CEO NATURE: LLC. My key service associate has chosen to stay working with me after a corporate shake up and I needed to establish a separate business entity in order to have her as an employee and establish a payroll system to be able to pay her salary and benefits. Company name is not going to be used with the public it is only for payroll and accounting purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 1386 State Route 14A, Penn Yan NY 14527, United States DESCRIPTION: I am the owner of Finger lakes Wealth Solutions LLC which is a corporate name that allows me to be able to have an employee Patricia Brady to help me work with investment clients. The name is strictly for accounting and record keeping purposes at this time. We work through the Finger Lakes Investments Group in Rochester NY. 4. DAVID R. EICHENHOFER INSURANCE AGENT POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2023 ADDRESS: 65 Monroe Avenue, Suite 101, Pittsford NY 14534, United States DESCRIPTION: Sell life insurance and fixed annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1996-03-11

Designations

Other Names

• David Rhys Eichenhofer