David M Kopyc

Current Employers

Employment History

• 08/2005 → Present
  Retirement Planning Group
  Malta, NY
• 01/2019 → 09/2020
  Ssn Advisory, Inc.
  Malta, NY
• 01/2019 → 09/2020
  Securities Service Network
  Malta, NY
• 09/2020 → 01/2021
  Securities America, Inc.
  Malta, NY
• 09/2020 → 12/2020
  Arbor Point Advisors
  Malta, NY
• 01/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2008 → 12/2018
  Ameritas Investment Corp
  Lincoln, NE
• 08/2008 → 12/2018
  Ameritas Life Insurance
  Lincoln, NE
• 08/2006 → 12/2018
  Ameritas Life Insurance Corp Of New York
  New York, NY

Previous Registrations

• 2020-09-18 → 2021-01-05
  Arbor Point Advisors
  Malta, NY
• 2019-01-02 → 2020-09-18
  Ssn Advisory, Inc.
  Malta, NY
• 2008-10-20 → 2018-12-31
  Ameritas Investment Company, Llc
  Albany, NY
  Saratoga Springs, NY
  Lincoln, NE
• 2007-08-31 → 2008-09-19
  Ic Advisory Services, Inc.
  Saratoga Springs, NY
  Bedminster, NJ

Other Businesses

1. David Kopyc is dually-registered as an Investment Advisor Representative with Retirement Planning Group, LLC. (since 06/2021) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. (PKS" - since 01/2021). Business is conducted from 2691 State Route 9, Suite 201, Malta NY, 12020. Approximately 90% of David's time is for services as an investment advisor representative and the balance as a registered representative and are not affiliated. 2. Insurance Sales; same address; Non-investment related; Approximately 10% of time during the month 3. Host, Retirement Planning Radio Show, Investment Related, 10hrs per week, 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-16
• S63 Uniform Securities Agent State Law Examination
  1984-07-20

Other Names

• David Michael Kopyc