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DR

David Rectenwald

CATOCTIN RIDGE WEALTH PARTNER
THURMONT, MD 21788
Some features on this profile are disabled
CRD#: 6689335
DR
David RectenwaldCATOCTIN RIDGE WEALTH PARTNER

Professional summary

David Rectenwald, who also goes by David Joseph Rectenwald, is a registered financial advisor currently at CATOCTIN RIDGE WEALTH PARTNER located in Thurmont, Maryland and LPL FINANCIAL LLC located in Thurmont, Maryland.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. David has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Aliases

David Joseph Rectenwald

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Rectenwald's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 19, 2024 - Present

CATOCTIN RIDGE WEALTH PARTNER

Office #1: 209 E Main St., Thurmont, MD 21788
RIA
CRD#: 333113
THURMONT, MD
Current

May 1, 2025 - Present

LPL FINANCIAL LLC

Office #1: 209 East Main St, Thurmont, MD 21788
RIA
BD
CRD#: 6413
THURMONT, MD
Past

May 1, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

April 1, 2021 - May 1, 2025

GROVE POINT ADVISORS, LLC

RIA
CRD#: 313171
Thurmont, MD
Past

September 22, 2020 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Thurmont, MD
Past

January 2, 2020 - May 1, 2025

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Thurmont, MD
Past

June 27, 2018 - December 31, 2019

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
TANEYTOWN, MD
Past

October 3, 2016 - May 16, 2018

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
BADEN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CR
CATOCTIN RIDGE WEALTH PARTNER
BURHON FINANCIAL GROUP | CATOCTIN RIDGE WEALTH PARTNER, LLC | CATOCTIN RIDGE WEALTH PARTNER

CRD#: 333113 / SEC#: 801-131326

RIA
Registered Investment Advisory firm - (10/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(10/24/2025)
IAR
Maryland
(11/19/2024)
RR
Maryland
(5/1/2025)
RR
Ohio
(10/24/2025)
RR
Pennsylvania
(5/1/2025)
IAR
Texas
(1/24/2025)
RR
Texas
(11/25/2025)
RR
Virginia
(5/1/2025)
RR
West Virginia
(10/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/21/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/17/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/3/2016
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CR
CATOCTIN RIDGE WEALTH PARTNER
BURHON FINANCIAL GROUP | CATOCTIN RIDGE WEALTH PARTNER, LLC | CATOCTIN RIDGE WEALTH PARTNER

CRD#: 333113 / SEC#: 801-131326

RIA
Registered Investment Advisory firm - (10/31/2024 Approved)
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Contact information

Main Address
209 E Main St., Thurmont, MD 21788
Mailing Address
Phone number
(301) 304-6004
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CATACTIN RIDGE WEALTH BROCHURE (7/14/2025)
CATOCTIN RIDGE WEALTH PARTNERS WRAP BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts706
AUM (Assets Under Management)$ 102,310,040

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.

Company Information

CATOCTIN RIDGE WEALTH PARTNER

CRD#: 333113Thurmont, MD 21788

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