David Michael Zirko

Current Employers

Employment History

• 04/2017 → Present
  Securities America, Inc.
  Northbrook, IL
• 06/2014 → 04/2017
  Dickholtz Wealth Management
  Northbrook, IL
• 10/2019 → Present
  Securities America Advisors Inc.
  Northbrook, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Northbrook, IL

Previous Registrations

• 2019-10-10 → 2024-06-14
  Securities America Advisors, Inc.
  Northbrook, IL

Other Businesses

1. DICKHOLTZ WEALTH MANAGEMENT, INC - DBA 2. SECURITIES AMERICA ADVISORS POSITION: Advisor NATURE: Securities America Advisors, Inc-Investment Advisory-Investment Advisor Representative-Investment related-Start Date 10/8/2019-Located at 2565 Shermer Road, Northbrook, IL 60062 INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/14/2019 ADDRESS: 2565 Shermer Road, Northbrook IL 60062 DESCRIPTION: Will be offering Investment Advice/Comprehensive Financial Planning for a fee. 3. DICKHOLTZ WEALTH MANAGEMENT, INC POSITION: Agent NATURE: Insurance Licensed INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 15 START DATE: 03/02/2018 ADDRESS: 2565 Shermer Road, Northbrook IL 60062 DESCRIPTION: I have my insurance license and I was told I need to have this listed as an OBA. 4. DZIRKO LLC POSITION: Partner NATURE: DZirko LLC is my LLC which I own Dickholtz Wealth Management through. I am the sole partner in the LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 2565 Shermer Road, Northbrook IL 60062, United States DESCRIPTION: LLC was set-up for purchase of the business. I do not spend anytime working on the LLC it is just there for liability protection for my ownership of the business 5. N?A POSITION: N?A NATURE: Not a business structure I have my notary license, which I offer to use for my clients who use a notary. I do not charge them. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 2565 Shermer Road, Northbrook IL 60062, United States DESCRIPTION: Not a business structure I have my notary license, which I offer to use for my clients who use a notary. I do not charge them.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-01

Designations