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David Mar

Arete Wealth Advisors, LLC

San Francisco, CA

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Current Employers
Arete Wealth Advisors, Llc

1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2009-03-24
  • CA RA
    APPROVED
    Since 2009-03-24

Branch Locations

109 Olympia Way, San Francisco, CA 94131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
David Mar-Insurance Agent San Francisco CA 04/1997 Present
Arete Wealth Management, Llc Lake In The Hills IL 03/2009 Present
  • 04/1997 → Present
    David Mar-Insurance Agent
    San Francisco, CA
  • 03/2009 → Present
    Arete Wealth Management, Llc
    Lake In The Hills, IL
Previous Registrations
  • 2009-01-13 → 2009-03-19
    Private Wealth Advisors, Inc.
    San Francisco, CA
  • 2006-07-31 → 2008-12-31
    Private Consulting Group, Inc.
    San Francisco, CA
  • 1999-06-28 → 2006-08-07
    Kestra Investment Services, Llc
    San Francisco, CA
    San Francisco, CA
Other Businesses

INSURANCE AGENT FOR LIFE INSURANCE, DISABILITY, HEALTH INSURANCE APPOINTED WITH MULTIPLE CARRIERS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-31
  • S65 Uniform Investment Adviser Law Examination
    2002-10-31

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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