David M. Detamore
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Marshall Detamore, who also goes by David Detamore, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1989. David had worked at 17 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 10, 2023 - October 31, 2023
VALIC FINANCIAL ADVISORS, INC.
August 10, 2023 - October 31, 2023
VALIC FINANCIAL ADVISORS, INC.
October 31, 2022 - August 21, 2023
PRINCIPAL ADVISED SERVICES
October 25, 2018 - October 31, 2022
PRINCIPAL SECURITIES, INC.
June 20, 2017 - August 21, 2023
PRINCIPAL SECURITIES, INC.
April 22, 2016 - February 27, 2017
RETIREONE INVESTMENT SERVICES, LLC
January 5, 2016 - February 27, 2017
EDELMAN FINANCIAL SERVICES, LLC
September 30, 2015 - April 22, 2016
SANDERS MORRIS LLC
January 21, 2009 - June 14, 2011
VOYA RETIREMENT ADVISORS, LLC
January 21, 2009 - December 31, 2013
VOYA RETIREMENT ADVISORS, LLC
May 21, 2008 - August 21, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 20, 2008 - August 21, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 28, 2006 - April 21, 2008
BI INVESTMENTS, LLC
August 29, 2006 - April 21, 2008
BI INVESTMENTS, LLC
January 18, 2006 - August 29, 2006
BB&T INVESTMENT SERVICES, INC.
August 4, 1998 - January 19, 2006
SCOTTRADE, INC.
July 27, 1998 - August 20, 1998
CAPITAL BROKERAGE CORPORATION
January 21, 1997 - July 21, 1998
CHARLES SCHWAB & CO., INC.
May 14, 1996 - January 4, 1997
SCOTTRADE, INC.
September 3, 1993 - April 2, 1996
FIRST UNION CAPITAL MARKETS CORP.
April 5, 1991 - November 4, 1992
FIRST UNION CAPITAL MARKETS CORP.
August 7, 1990 - December 5, 1990
ANDOVER SECURITIES, INC.
May 23, 1990 - August 14, 1990
FIRST MONTAUK SECURITIES CORP.
June 20, 1989 - May 29, 1990
ANDERSON & STRUDWICK, INCORPORATED
Primary Firm SEC Registration
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803 / SEC#: 801-54952, 8-50018
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803 / SEC#: 801-54952, 8-50018
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
