David Allen Wagner

Current Employers

Employment History

• 06/2016 → Present
  Active Investment Management, Llc
  Orlando Park, IL
• 09/2022 → Present
  Portfolio Medics
  Bonita Springs, FL

Previous Registrations

• 2016-06-21 → 2022-12-31
  Active Investment Management, Llc
  Clermont, FL
• 2015-01-08 → 2015-12-31
  Ridgeway Conger Advisory Services
  Orlando Park, IL
  New Woodstock, NY
• 2012-01-03 → 2014-12-31
  Ridgeway Conger Advisory Services
  Orland Park, IL
  New Woodstock, NY
• 2006-06-02 → 2012-05-23
  Ic Advisory Services, Inc.
  Bridgewater, NJ
• 2003-04-28 → 2006-06-02
  The Investment Center, Inc.
  Orland Park, IL
  Orland Park, IL
• 1999-02-04 → 2003-04-28
  Wells Fargo Clearing Services, Llc
  Orland Park, IL

Other Businesses

Financial Market signal provider through Active Investment Management LLC. In this role Mr. Wagner provides investment signals to other Registered Investment Advisors (RIA'S). Since Active Investment Management LLC, only offers trading signals to RIA's, there is no conflict of interest. He spends approximately 80 hours a month during market and non-market hours on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-21
• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Other Names

• Dave Wagner