David John Estatico

Current Employers

Employment History

• 12/2004 → 01/2025
  Lincoln Financial Advisors Corporation
  New Alexandria, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  New Alexandria, PA

Previous Registrations

• 2004-12-16 → 2025-01-24
  Osaic Fa, Inc.
  Greensburg, PA
  New Alexandria, PA
• 1997-05-09 → 2003-12-04
  Veravest Investment Advisors, Inc.
  Pittsburgh, PA

Other Businesses

1) DAVID ESTATICO 7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, LONG-TERM CARE, AND DISABILITY INSURANCE. START DATE: 01/2005 HRS PER MONTH: 10 HRS PER MONTH DURING TRADING HOURS:10 2) DG PROPERTIES LLC 7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY: ENTITY/REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: SOLE OWNER DUTIES: MANAGE COMMERCIAL PROPERTY RENTAL, UP-KEEP AND MAINTENANCE OF PROPERTY. START DATE: 10/01/2008 HRS PER MONTH: 8 HRS PER MONTH DURING TRADING HOURS: 2 3)ON-LINE BENEFITS-MCDONALD PA-06/01/2000 TO PRESENT-SELLS AND SVCS EMPLOYER SPONSORED WEBSITES PRIMARILY FOR THE PURPOSE OF MANAGING EMPLOYEE BENEFITS FOR COMPANIES WHO PURCHASE THEIR HOSTING SVCS-SELL SERVICE AND INSTALL THE WEBSITE-MARKET AND SVC REP-5 HRS PER MONTH DURING TRADING HRS. 4)MOSAIC CONSULTING 7467 STATE ROUTE 22 NEW ALEXANDRIA PA 15670 CATEGORY:PREMIUM FINANCING, INVESTMENT-RELATED: N TITLE: AGENT, DUTIES: OFFERING PREMIUM FINANCING AND TRADITIONAL LIFE INSURANCE. START DATE:10/1/2012, HRS PER MONTH: 1 5)MOSAIC EMPLOYEE BENEFITS/7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE,DISABILITY, LONG TERM CARE INSURANCE, GROUP DENTAL, GROUP VISION INSURANCE, AND GROUP LIFE INSURANCE START DATE:8/1/2013 HRS PER MONTH: 20 HRS PER MONTH DURING TRADING HOURS:10 6)NAME AND ADDRESS: MCDADE & ASSOCIATES INC. 7467 STATE ROUTE 22 NEW ALEXANDRIA PA 15670. CATEGORY: ENTITY INVESTMENT RELATED: Y TITLE: CO-OWNER DUTIES: EXPENSE MANAGEMENT RE: FIXED LIFE INSURANCE START DATE: 02/01/2018 HRS PER MONTH: 0 HRS PER MONTH DURING TRADING HOURS: 0 7)MOSAIC WEALTH CONSULTING 7467 STATE ROUTE 22 NEW ALEXANDRIA, PA 15670 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY AND TRADITIONAL LIFE INSURANCE ALONG WITH FIXED ANNUITIES. START DATE: 12/2022 HRS PER MONTH: 5 HRS PER MONTH DURING TRADING HOURS: 5 8)MOSAIC EMPLOYEE BENEFITS POSITION: Agent NATURE: Mosaic Employee Benefits offers group and individual benefits such as health (Medicare & Individual Health), dental and vision insurance as well as group life, long term care and disability insurance.We are currently approved as CIS Benefit Consultants, but wish to change our name to Mosaic Employee Benefits. INVESTMENT RELATED: No NUMBER OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 08/01/2013 ADDY: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Sell individual health, Individual Medicare Insurance, dental and vision insurance in addition to group health, dental, vision, life, ltc and disability insurance 9)MOSAIC EMPLOYEE BENEFITS POSITION: Agent NATURE: Request authorization to market group fixed insurance products under the marketing name of Mosaic Employee Benefits to business owners. INVESTMENT RELATED: No NUMBER OF HRS: 15 SECURITIES TRADING HRS: 15 START DATE: 1/1/2010 ADDY: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPTION: Solicit fixed insurance group benefits to business owners under the name of Mosiac Employee Benefits 10)CIS BENEFIT CONSULTANTS POSITION: Administrative NATURE: CIS Benefit Consultants is the entity I file my tax return under as my official business for Group Health & Individual Health or Medicare Insurance. It is also the entity I have an EIN number for payroll to employees. 11)CIS is not marketed for any type of insurance or business income. It is literally the entity I use to engage in vendors for my office equipment, utilities, etc. INVESTMENT RELATED: No NUMBER OF HRS: 30 SECURITIES TRADING HRS: 30 START DATE: 1/1/2009 ADDY: 7467 State Route 22, New Alexandria PA 15670, United States DESCRIPT: Duties are to pay bills for the office environment and ongoing business expenses relative to Utilities, Software, Copier, Misc office supplies such as stationary, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-24
• S63 Uniform Securities Agent State Law Examination
  1983-12-12

Other Names

• David J Estatico