David L Koenig

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-08-19

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Bank, Na	East Windsor	NJ	08/2021	12/2022
Unemployed	Robbinsville	NJ	06/2021	08/2021
Westfield Legacy Agency	West Windsor	NJ	11/2016	06/2021
Banc Of America Merchant Services	Hamilton	NJ	10/2015	11/2016
Wells Fargo Clearing Services, Llc	East Windsor	NJ	08/2021	12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Princeton	NJ	05/2024	04/2025
Unemployed	Robbinsville	NJ	12/2022	05/2024
Bank Of America, N.A.	Princeton	NJ	07/2024	04/2025
Allstate Insurance Company	Northbrook	IL	04/2025	Present
Allstate Financial Services Llc	Lincoln	NE	07/2026	Present
Jonathan Castaneda & Associates Llc	Livingston	NJ	04/2025	Present

08/2021 → 12/2022

Wells Fargo Bank, Na

East Windsor, NJ
06/2021 → 08/2021

Unemployed

Robbinsville, NJ
11/2016 → 06/2021

Westfield Legacy Agency

West Windsor, NJ
10/2015 → 11/2016

Banc Of America Merchant Services

Hamilton, NJ
08/2021 → 12/2022

Wells Fargo Clearing Services, Llc

East Windsor, NJ
05/2024 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
12/2022 → 05/2024

Unemployed

Robbinsville, NJ
07/2024 → 04/2025

Bank Of America, N.A.

Princeton, NJ
04/2025 → Present

Allstate Insurance Company

Northbrook, IL
07/2026 → Present

Allstate Financial Services Llc

Lincoln, NE
04/2025 → Present

Jonathan Castaneda & Associates Llc

Livingston, NJ

2024-06-14 → 2025-04-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Princeton, NJ
2022-03-01 → 2022-12-20

Wells Fargo Clearing Services, Llc

East Windsor, NJ

Marlton, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-20

Other Firms