David Kreigh Cushwa

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Lpl Financial Llc
  Hagerstown, MD

Previous Registrations

• 2011-07-01 → 2014-03-14
  Spire Wealth Management, Llc
  Mclean, VA
• 2011-03-04 → 2011-07-01
  Hfi Wealth Management
  Shepherdstown, WV
• 2003-03-06 → 2009-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chambersburg, PA
  Chambersburg, PA
• 2001-06-04 → 2003-03-03
  Morgan Stanley Dw Inc.
  Hagerstown, MD

Other Businesses

1) 3/13/2014: OTHER-FAMILY LLC-INACTIVE - CUSHWA ENTERPRISES, LLC - LLC USED TO HOLD FAMILY OWNED SECURITIES - NOT CURRENTLY ACTIVE, WILL BE CLOSED WITH STATE OF MD IN 2014. - TIME SPENT 0%. 2) 3/16/2018 - Sterling Financial Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/14/2018 - 180 Hours Per Month/160 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-16
• S63 Uniform Securities Agent State Law Examination
  1996-01-05

Other Names

• Cushwa