David Alexander Hohmann

Current Employers

Employment History

• 12/2015 → 03/2021
  H. Beck, Inc.
  Bethesda, MD
• 05/2018 → 04/2021
  Nest Egg Wealth Management Inc - Insurance Services
  Peoria, IL
• 04/2021 → 05/2022
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2022
  Grove Point Investments, Llc
  Rockville, MD
• 05/2022 → 01/2024
  Woodbury Financial Services Inc
  Peoria, IL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Peoria, IL

Previous Registrations

• 2022-05-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Peoria, IL
  Peoria, IL
  Naples, FL
• 2021-04-01 → 2022-05-06
  Grove Point Advisors, Llc
  Peoria, IL
  Rockville, MD
  Peoria, IL
  Rockville, MD
• 2016-01-26 → 2021-04-01
  Grove Point Investments, Llc
  Worthington, OH
  Peoria, IL
  Peoria, IL
  Peoria, IL
• 2009-06-01 → 2015-12-22
  Morgan Stanley
  Peoria, IL
  Peoria, IL
• 2008-11-04 → 2009-06-01
  Morgan Stanley & Co. Llc
  Peoria, IL
• 2000-06-02 → 2008-09-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peoria, IL
  Peoria, IL

Other Businesses

1. NEST EGG WEALTH MANAGEMENT POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/29/2016 ADDRESS: 4127 W Sandridge Ct, Peoria IL 61615 DESCRIPTION: Sole purpose is to receive commissions from H Beck for financial Services provided and pay Fed and State taxes 2. NEST EGG WEALTH MANAGEMENT INC - INSURANCE SERVICES POSITION: Owner NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2018 ADDRESS: 4812 N. Sheridan Rd, Peoria IL 61614, United States DESCRIPTION: I will oversee and manage two producers who will work with me to establish an exemplary insurance agency that gives clients access to health sharing accounts, dental and vision services, medicaire supplements, long term care and life insurance products. The two producers are JT Jackson-Hohmann, my son and personal assistant, and Jordan Thierer, who has been fingerprinted in advance of our making these services available to the public. 3. NEST EGG SILVER SERVICES POSITION: President NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 4812 N Sheridan Rd, Peoria IL 61614, United States DESCRIPTION: Medicare advantage, supplements, final expense, term life, whole life, health care options 4. NEST EGG WEALTH MANAGEMENT, INC POSITION: CEO NATURE: S corporation that receives all proceeds of commissions earned for the advisor services we provide INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/26/2016 ADDRESS: 456 Fulton St Suite 400, Peoria IL 61602, United States DESCRIPTION: financial advisor office

Exams

• S66 Uniform Combined State Law Examination
  2000-05-27