David Joshua Sinclair Bergman

Current Employers

Employment History

• 05/2023 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2023 → 05/2025
  Strategic Financial Concepts
  St. Louis Park, MN
• 01/2000 → 05/2022
  Almeida Public Affairs
  St Paul, MN
• 09/2021 → 12/2021
  Superior Managed It
  Arden Hills, MN
• 09/2019 → 12/2019
  University Of Minnesota
  Minneapolis, MN
• 09/2014 → 08/2018
  Superior Managed It
  Arden Hills, MN
• 05/2022 → 05/2023
  Unemployed
  Minneapolis, MN
• 01/2025 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  St. Louis Park, MN

Previous Registrations

• 2025-01-02 → 2025-05-01
  Grove Point Advisors, Llc
  St. Louis Park, MN
  Rockville, MD

Other Businesses

1- 05/2025 - Strategic Financial Concepts - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025- 40 hours per month/ during trading 2- 05/2025 - Lucky Shots Pickleball Club - Outside/W-2 Employment - Not Investment Related - Minneapolis, MN - Start Date 11/01/2021- 6 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23