David Wesley Boren

Current Employers

Employment History

• 02/2016 → 01/2025
  Lincoln Financial Securities Corporation
  Round Rock, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Round Rock, TX

Previous Registrations

• 2016-02-10 → 2025-01-24
  Osaic Fs, Inc.
  Round Rock, TX
• 2015-01-02 → 2016-02-11
  Msi Financial Services, Inc.
  Round Rock, TX
  Austin, TX
• 2007-10-23 → 2015-01-02
  New England Securities
  Round Rock, TX

Other Businesses

1. Diocese of Austin/St. William Catholic Church, 620 Round Rock West Drive, Round Rock, TX Category: Clergy Investment-Related: No Title: Deacon Duties: minister to the people of the diocese. Start Date: 2/2016 Hours per month: 15 Hours per month during trading hours: 1 2. David Boren/Chisholm Trail Financial, 620 Round Rock West Drive, Round Rock, TX Category: Insurance Investment -Related: Yes Title: Agent Duties: offers accident & health insurance, disability insurance, fixed annuities and traditional life insurance Start Date: 2/2016 Hours per month: 40 Hours per month during trading hours: 40 3. DIOCESE OF AUSTIN POSITION: Deacon NATURE: faith and religion ministry INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 02/06/2016 ADDRESS: 6225 E US 290 HWY SVRD EB, Austin TX 78723, United States DESCRIPTION: minister the faith 4. BOARD MEMBER ROUND ROCK POLICE FOUNDATION POSITION: Secretary NATURE: Purpose of the organization is to raise funds to support the efforts of the Round Rock Police Officers Association and furthering community involvement of the Round Rock Police Department. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/15/2020 ADDRESS: 2701 N Mays, Round Rock TX 78664, United States DESCRIPTION: Approve funding for organization activities and conduct fund raising for the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-18
• S63 Uniform Securities Agent State Law Examination
  1986-11-18

Designations