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21370 Sw Langer Farms Pkwy Suite 142-135, Sherwood, OR 97140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-10 |
| OR | RA | APPROVED | 2025-12-10 |
Branch Locations
21370 Sw Langer Farms Pkwy Suite 142-135, Sherwood, OR 97140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxwell Financial Group, Inc | Manhattan Beach | CA | 04/2014 | Present |
MR. DAVID MALMSTEDT IS A MANAGING MEMBER OF A SOFTWARE COMPANY THAT DEVELOPS AND THEN MARKETS INTERNET RELATED SOFTWARE PRODUCTS. MR. MALMSTEDT MENTORS, AND PROVIDES GUIDANCE TO THE TEAM. DAVID MALMSTEDT IS ALSO CONDUCTS BUSINESS AS A LICENSED INSURANCE AGENT THROUGH MAXWELL FINANCIAL GROUP, INC (AS AGENCY) AND OFFERS LIFE, HEALTH, AND OTHER INSURANCE PRODUCTS CONCURRENTLY WITH HIS ADVISORY RELATED ACTIVITIES APPROXIMATELY 40 HOURS PER MONTH OR AS DICTATED BY CLIENT NEED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-20 |
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