David Michael Kleinholter

Current Employers

Employment History

• 07/2007 → 12/2021
  Carrier Vibrating Equipment, Inc.
  Louisville, KY
• 12/2021 → Present
  Lpl Financial
  San Diego, CA
• 03/2022 → Present
  Private Advisor Group
  Prospect, KY

Other Businesses

1. /2022 - DBA for LPL Business (entity for LPL business) - EPM Financial - Investment Related - Franklin, TN 37067 2. 05/16/2022 - Featherbell Tax Services, LLC - Investment Related - Home Based - Tax Prep/Accounting/CPA - tax Preparer - Start Date - 03/14/2022 - 15 Hours Per Month/ 0 Hours During Securities Trading. 3. 08/25/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 03/03/2022 - 140 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 08/25/2022 - Private Advisor Group - DBA: EPM Financial - Investment Related - At Reported Business Location(s) - Start Date 03/03/2022 - 140 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25