David Ralph Weber

Employer firm

Uniplan Financial Investments Inc. CRD 166667

Reported services (Item 5G)

• Financial planning
• 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

• 09/1986 → Present
  Uniplan Financial Services, Inc.
  Dallas, TX
• 01/2013 → Present
  Uniplan Financial Investments Inc.
  Dallas, TX
• 06/1987 → Present
  David R. Weber
  Dallas, TX
• 12/2014 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 12/2014 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE

Previous Registrations

• 2015-01-29 → 2015-12-31
  Ameritas Investment Company, Llc
  Lincoln, NE
  Dallas, TX
  Lincoln, NE
• 2011-09-27 → 2012-12-31
  Madison Avenue Securities, Llc
  San Diego, CA
  Dallas, TX
• 2010-07-26 → 2010-12-31
  Uniplan Financial Investments Inc.
  Dallas, TX
• 2008-02-25 → 2009-12-31
  On Investment Management Co
  Dallas, TX
  Cincinnati, OH
• 2007-01-10 → 2007-12-05
  Usa Wealth Management Llc
  Grand Rapids, MI

Other Businesses

UNIPLAN FINANCIAL SERVICES, INC.; SAME AS BRANCH; INV REL; SALES & SERVICE OF LIFE, HEALTH, DISABILITY, LTC, FIXED AND INDEXED ANNUITIES, GROUP LIFE HEALTH AND DISABILITY; OWNER/PRESIDENT; START DATE=09/1986; HRS/MO=170; TRADING HRS/MO=100; SALES * DALLAS ASSOCIATION OF HEALTH UNDERWRITERS; PO BOX 801345; NON-INV REL; ASSOCIATION OF AGENTS AND BROKERS IN THE HEALTH INSURANCE BUSINESS; TREASURER; 01/2013; HRS/MO=10; TRADING HRS/MO=0; ACCOUNTING

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  1986-07-07