David Alan Wexler

Current Employers

Employment History

• 08/1983 → Present
  Home Life Insurance Company
  Bethesda, MD
• 09/2001 → Present
  M Holdings Securities, Inc.
  Portland, OR

Other Businesses

1) Freedman Risk Management, LLC; www.freedmanriskmanagement.com; 12/5/2016; Partner; Personal lines P&C insurance for high net worth market; Not Investment Related; 10 hours/month, 10 hours/month during business hours; Ownership, profits. 2) Greenberg Wexler & Eig, LLC; 4600 East West Highway, Suite 875, Bethesda, MD 20878; 12/1/2016; Partner; Life settlements; Life settlement provider and buyer of policies; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions. 3) Elizabeth D Snyder Receiving Trust; 5200 Battery Lane, Bethesda MD 20814; Irrevocable Receiver Trust; Not Investment Related; Trust Protector; Appoint a Successor Trust Protector, Fill the vacancy of a trustee if no provision is made, and Modify the trust if it is prudent to do so; 12/15/2023; 1 hour per month; 1 hour per month during trading hours. 4) Sarah Brook Snyder Receiving Trust; 5200 Battery Lane, Bethesda MD 20814; Irrevocable Trust; Not Investment-Related; Trust Protector; Appoint Successor Trust Protector, fill vacancy of trustee if no provision is made, modify trust if prudent to do so; 12/23/2023; 0 hours per month; 0 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-08
• S63 Uniform Securities Agent State Law Examination
  1988-07-29

Designations

Other Names

• David Alan Wxexler