David William Trende

Current Employers

The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-07-22
OH	RA	APPROVED	2022-10-26

TX RA
APPROVED_RES

Since 2026-07-22
OH RA
APPROVED

Since 2022-10-26

Branch Locations

Hinckley, OH • United States

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
American Portfolios	Cleveland	OH	02/2008	10/2022
The Strategic Financial Alliance, Inc.	Atlanta	GA	10/2022	Present

02/2008 → 10/2022

American Portfolios

Cleveland, OH
10/2022 → Present

The Strategic Financial Alliance, Inc.

Atlanta, GA

Previous Registrations

2013-04-09 → 2022-10-27

American Portfolios Advisors, Inc

Holbrook, NY
2008-08-14 → 2011-06-16

American Portfolios Advisors, Inc

Holbrook, NY
2008-01-11 → 2008-03-10

Cetera Advisors Llc

Greenwood Village, CO

North Royalton, OH

Other Businesses

-1- Name: Wealth Design Partners LLC Position: Independent Contractor Nature: fixed insurance consulting Investment Related: No Hours: 10 Securities Trading Hours: 10Start Date: 01/01/2008 Address: 255 Wakefield Run Blvd, Hinckley OH 44233, United States Description: sale of fixed investment products , life and DI -2- Name: AEG LLC Position: Partner Nature: FMO/IMO For fixed Insurance Products and Advanced Business Sucession Planning?Investment Related: NoHours: 10Securities Trading Hours: 10Start Date: 07/20/2020 Address: NA, Dallas TX 75201, United States Description: Fixed Insurance sales and Business consulting -3- Name: Morgan Prescott & Associates Position: Owner/Sole Proprietor Nature: Consulting and real estate investing Investment Related: No Hours: 1Securities Trading Hours: 1Start Date: 10/01/2009 Address: 255 Wakefield Run Blvd, Hinckley OH 44233, United States Description: business consulting and passive real-estate investing

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-07-30

S66 Uniform Combined State Law Examination

1998-07-30

View on SEC IAPD