David Ryan Goldsmith

Current Employers

Employment History

• 03/2018 → 05/2020
  Summit
  Tulsa, OK
• 09/2017 → 03/2018
  Truskett Law
  Tulsa, OK
• 08/2014 → 09/2017
  Full-Time Education
  Tulsa, OK
• 05/2018 → 05/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2020 → 07/2021
  Aspiration Financial Llc
  Marina Del Rey, CA
• 06/2020 → 07/2021
  Aspiration Partners, Inc.
  Marina Del Ray, CA
• 08/2021 → 06/2022
  Growth Capital Services
  Aptos, CA
• 01/2022 → 05/2024
  Lendtable Inc.
  San Francisco, CA
• 12/2022 → Present
  Mercury Technologies, Inc.
  San Francisco, CA
• 12/2022 → Present
  Mercury Investment Services Llc
  San Francisco, CA
• 01/2024 → Present
  Mercury Advisory Llc
  San Francisco, CA

Previous Registrations

• 2018-08-29 → 2020-05-29
  Cetera Wealth Services, Llc
  Tulsa, OK
  Tulsa, OK

Other Businesses

(1) NAME OF OTHER BUSINESS: TRUSTEE INVESTMENT RELATED: NO ADDRESS: 12421 CINQUETERRE DRIVE, VENICE, FL 34293 NATURE OF BUSINESS: FAMILY TRUST START DATE: 2016 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR MOM (2) NAME OF OTHER BUSINESS: DAVID GOLDSMITH, ATTORNEY AT LAW INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LEGAL WORK START DATE: 09/2017 POSITION/TITLE/RELATIONSHIP: ATTORNEY APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: ATTORNEY (3) NAME OF OTHER BUSINESS: PRYVCY SOCIETY DBA PRYVCY INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CONSULTING ; START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: FOUNDER / CONSULTANT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 5 ; BRIEF DESCRIPTION OF DUTIES: CONSULTING FIRM THAT FOCUSES ON PRIVACY AUDITS, EMPLOYEE TRAINING, INCIDENT RESPONSE PLANS AND COMPREHENSIVE PRIVACY SOLUTIONS

Exams

• S66 Uniform Combined State Law Examination
  2018-08-21

Other Names

• David Ryan Goldsmith
• David Goldsmith