David Richard Messina

Current Employers

Employment History

• 04/2016 → 09/2016
  Capital One Investing, Llc
  Mclean, VA
• 10/2016 → 05/2018
  Charles Schwab & Co., Inc.
  Arlington, VA
• 10/2016 → 05/2018
  Charles Schwab Bank
  Arlington, VA
• 04/2016 → 09/2016
  Capital One Advisors, Llc
  Mclean, VA
• 06/2018 → 11/2018
  Potomac Financial Consultants
  Germantown, MD
• 06/2018 → 11/2018
  Kestra Financial, Inc.
  Germantown, MD
• 04/2019 → Present
  Cuna Mutual Group
  Waverly, IA
• 04/2019 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/2018 → 03/2019
  Unemployed
  Gaithersburg, MD
• 05/2022 → Present
  Lpl Financial Llc
  Clarksville, IA

Previous Registrations

• 2019-04-23 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Gaithersburg, MD
  Waverly, IA
  Royersford, PA
  Pottstown, PA
  Clarksville, IA
• 2018-06-11 → 2018-12-03
  Kestra Advisory Services, Llc
  Germatown, MD
  Austin, TX
• 2016-10-12 → 2018-06-29
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
  Bethesda, MD
  Arlington, VA
• 2016-05-05 → 2016-09-07
  Capital One Advisors, Llc
  Mclean, VA
• 2015-06-26 → 2016-04-11
  Citizens Securities, Inc.
  Saratoga Springs, NY
  Albany, NY
  Albany, NY
  Queensbury, NY
  Guilderland, NY
  Troy, NY
  Saratoga Springs, NY
  Troy, NY
  Malta, NY
  Glens Falls, NY
  Albany, NY
  Albany, NY
  Albany, NY
  Albany, NY
  Albany, NY

Other Businesses

1) 05/04/2023 - TruStage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/23/2023

Exams

• S66 Uniform Combined State Law Examination
  2015-02-23

Other Names

• David Messina
• Dave Messina