David Charles Slupe

Employer firm

Pegasus Financial Group LLC CRD 145127

$122M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2018 → Present
  United Planners' Financial Services Of America A Limited Partner
  Chantilly, VA
• 09/2017 → 04/2018
  Northwestern Mutual - Dc
  Washington, DC
• 01/2017 → 05/2020
  Uber Technologies
  San Francisco, CA
• 08/2016 → 01/2020
  Ontap Magazine - Five O'CLock Publishing
  Alexandria, VA
• 11/2018 → Present
  David C. Slupe
  Chantilly, VA
• 04/2019 → Present
  Pegasus Financial Group
  Chantilly, VA
• 11/2018 → Present
  David C. Slupe (Notary)
  Chantilly, VA
• 08/2016 → 01/2020
  Ontap Magazine - Five O'CLock Publishing
  Alexandria, VA
• 08/2019 → Present
  Aging Consultants Group
  Chantilly, VA
• 08/2019 → Present
  Aging Consultants Group
  Chantilly, VA
• 11/2018 → Present
  David C Slupe
  Chantilly, VA

Other Businesses

1.) DAVID C SLUPE - INSURANCE AGENT - NON-VARIABLE INSURANCE - CHANTILLY, VA - SINCE 11/2018 - INVESTMENT RELATED 2.) DAVID C SLUPE - NOTARY PUBLIC - NOTARY - CHANTILLY, VA - SINCE 11/2018 - NOT INVESTMENT RELATED 3.) PEGASUS FINANCIAL GROUP - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - CHANTILLY, VA - SINCE 04/2019 - INVESTMENT RELATED 4.) AGING CONSULTANTS GROUP - DIRECTOR - CONSULTING SERVICES - CHANTILLY, VA - SINCE 08/2019 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-04-24
• S65 Uniform Investment Adviser Law Examination
  2019-04-08

Other Names

• Dave Charles Slupe