David Scott Bahnick

Current Employers

Employment History

• 05/2007 → Present
  Lpl Financial Llc
  Center Valley, PA
• 07/2011 → Present
  Private Advisor Group, Llc
  Center Valley, PA
• 01/1997 → Present
  Capital Planning Services Corp.
  Center Valley, PA

Previous Registrations

• 1991-02-19 → 2007-05-04
  Valley National Advisers Inc
  Center Valley, PA

Other Businesses

1. 04/12/2007 - Capital Planning Services, Corp. - INV REL - Non-Variable Insurance - 30% TIME SPENT - All of our business is done on a cimmissions basis. All insurance flows through Capital Planning Services, Corp. 2. 06/09/2009 - Capital Planning Wealth Management - INV REL - AT REPORTED BUSINESS LOCATION(S) - DBA for LPL Business (entity for LPL business) 3. 06/10/2009 - The Equinox Agency - INV REL - Non-Variable Insurance - 1% TIME SPENT -Joint brokerage insurance work, I refer health insurance business to the Equinox Agency and Capital Planning shares in the health insurance commissions 4. 07/11/2011-REGISTERED INVESTMENT ADVISOR DBA-(FP) CAPITAL PLANNING WEALTH MANAGEMENT-Investment Related - At Reported Business Location(s) 5. 09/15/2011 - PRIVATE ADVISOR GROUP - REGISTERED INVESTMENT ADVISOR - Investment Related - At Reported Business Location(s) - Time Spent 60% 6. 03/06/2014 - Saucon Creek GP LLC - Business Entity For Tax/Investment Purposes Only - 10% TIME SPENT - The Company is organized for the business of real estate investment 7. 03/06/2014 - Saucon Creek Partners LP - Real Estate Rental - Limited Partnership - 10% TIME SPENT - Entity established for real estate investment purposes. 8. 11/20/2015 - LTCi Partners - NOT IVN REL - At Reported Business Location(s) - Non-Variable Insurance - START 12/01/2015 - 10 HOURS PER MONTH DURING TRADING - LTC sales with LTCi per LPL Insurance Associates Instruction. 9. 06/29/2022 - One Resource Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 06/06/2022 - 3 Hours Per Month/ 3 Hours During Securities Trading. 10. 11/18/2025 - LTC Choices - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/02/2025 - 1 hour per month/ 0 hours during trading 11. 12/15/2025 - AJDJ Holdings - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/08/2025 - 1 hour per month

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-29
• S63 Uniform Securities Agent State Law Examination
  1982-12-22

Designations