David S. Clarkson

Current Employers

Employment History

• 10/2005 → Present
  D&A Partners Llp
  Fort Collins, CO
• 04/2010 → Present
  Osaic Wealth, Inc.
  New York, NY

Other Businesses

1) CLARKSON FAMILY PARTNERSHIP, NON INVESTMENT RELATED, 6220 S. ORANGE BLOSSOM TR. #100 ORLANDO FL. 32809, OWNER, STARTED 1/1/2001, 0 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, I OWN SOME COMMERCIAL PROPERTY WITH MY 3 SIBLINGS. WE HAVE HAD THESE PROPERTIES FOR 10 YEARS. I HAVE NO ROLE IN THE PARTNERSHIP EXCEPT FOR INCOME THAT IS SENT TO ME MONTHLY. THIS IS A PASSIVE INVESTMENT I SPEND NO TIME ON. 2) CORPORATE REGISTERED INVESTMENT ADVISOR ROYAL ADVISORY SERVICES, INVESTMENT RELATED, 227 S HOWE STREET, FORT COLLINS, CO 80521, STATUTORY AGENT, STARTED 7/30/2010, 160 HOURS PER MONTH, 96 HOURS DURING SECURITIES TRADING HOURS, I AM A INVESTMENT ADVISORY WITH THE CORPORATE RIA. 3) D&A PARTNERS LLP, NON INVESTMENT RELATED, 227 S HOWE STREET, FORT COLLINS, CO 80521, OWNER, STARTED 10/1/2005, 10 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, OWNER/PARTNER IN HOME BUILDING AND REMODEL COMPANY. MY WIFE IS GOING BACK TO WORK IN BUYING AND REMODELING HOMES THROUGH OUR LLP. I WILL BE PARTICIPATING BUT IT WILL BE AFTER TRADING HOURS AND MAINLY AFTER WORK. SHE IS RUNNING THE OPERATIONS AND I WILL BE IN A SUPPORT ROLE WHEN NEEDED. THESE HOMES WILL BE PURCHADED, REMODELED AND PUT BACK ON THE MARKET FOR SALE. 4) DAVID CLARKSON POSITION: AGENT NATURE: LIFE INSURANCE REP INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2010 ADDRESS: 227 S. HOWES ST, FORT COLLINS CO 80521 DESCRIPTION: I AM A LICENSED INSURANCE AGENT AND MAY RECOMMENT INSURANCE PRODUCTS TO CURRENT AND PROSPECTIVE CLIENTS. 5) OLD TOWN WEALTH ADVISORS POSITION: PARTNER NATURE: IT IS A DBA IN PLACE TO CONDUCT BUSINESS INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 80 START DATE: 07/01/2010 ADDRESS: 227 S. HOWES ST, FORT COLLINS CO 80521 DESCRIPTION: REGISTERED REP 6) BELLA SIRENNA LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1016 E Ridgecrest Rd, Fort Collins CO 80524, United States DESCRIPTION: This is a vacation condo/rental property I spend no time on it. My wife handles all the details related to the rental side 7) OLD TOWN WEALTH ADVISORS POSITION: Partner NATURE: It is a DBA in place to conduct Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2010 ADDRESS: 125 S Howes St, 6th floor B, Fort Collins CO 80521, United States DESCRIPTION: Registered Rep

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-14
• S63 Uniform Securities Agent State Law Examination
  2010-07-10