David James Cunningham

Current Employers

Employment History

• 07/2013 → Present
  Sherpa Financial Guides, Inc.
  Afton, VA
• 12/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2021-05-05 → 2021-06-18
  Ae Wealth Management, Llc
  Afton, VA
  Crozet, VA
• 2017-12-04 → 2021-05-04
  Ae Wealth Management, Llc
  Afton, VA
  Crozet, VA
• 2013-08-30 → 2014-11-17
  Corecap Advisors
  Afton, VA
• 2010-07-19 → 2013-07-24
  Bb&T Investment Services, Inc.
  Charlottesville, VA
  Charlottesville, VA
  Charlottesville, VA
  Cumberland, VA
  Dillwyn, VA
  Fork Union, VA
  Mineral, VA
  Palmyra, VA
  Charlotte, NC
  Charlottesville, VA
• 2004-06-22 → 2004-12-31
  Berthel, Fisher & Company Financial Services, Inc.
  Afton, VA
  Afton, VA

Other Businesses

1. PERSONAL TAX RETURN PREPARATION AND ACCOUNTING SERVICES; NOT INVESTMENT RELATED; 171 JOSHUA LANE, AFTON VA 22920; OWNER AND CEO; 10 HOURS/MONTH, 0 HOURS DURING TRADING. 2. FARMER; NOT INVESTMENT RELATED; 171 JOSHUA LANE, AFTON VA 22920; OWNER/SOLE PROPRIETOR; START DATE 1/2000; 5 HOURS/MONTH, NONE DURING TRADING; LIVES ON & OWNS 70 ACRES- USED FOR TIMBER AND RAISING ANIMALS. 3. AIR BNB, NOT INVESTMENT RELATED, AFTON, VA, OWNER OF RENTAL PROPERTY, 3 HRS/MONTH, ALL DURING TRADING HOURS, VACATION RENTAL

Exams

• S66 Uniform Combined State Law Examination
  2010-07-16
• S63 Uniform Securities Agent State Law Examination
  1984-12-05

Designations

Other Names

• David James Cunningham
• David Cunningham
• Dave Cunningham