David Jonathan Shill

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/1998 → 12/2020
  Goldin Peiser & Peiser
  Dallas, TX
• 01/1999 → 10/2019
  1St Global Capital Corp.
  Dallas, TX
• 09/1999 → 10/2019
  1St Global Advisors, Inc
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 01/2021 → Present
  Katapult Wealth Partners, Llc
  Plano, TX
• 12/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Plano, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plano, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2004 → 09/2025
  Avantax Insurance Services, Inc.
  Dallas, TX

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Plano, TX
  Plano, TX
  Plano, TX
  Dallas, TX
• 2000-12-19 → 2019-10-25
  1St Global Advisors Inc
  Dallas, TX

Other Businesses

1) KATAPULT WEALTH PARTNERS, LLC POSITION: Owner NATURE: Financial Services entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2021 ADDRESS: 5465 Legacy Dr, Suite 650, Plano TX 75024, United States DESCRIPTION: Manage the business of a Wealth Management entity.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-26

Designations

• Certified Financial Planner