DAVID JAY VOGEL is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2019-08-07 | present | Yes |
| VIRTUE CAPITAL MANAGEMENT, LLC | 2017-05-08 | 2019-08-06 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2015-06-16 | 2017-05-05 | — |
| INVESTACORP ADVISORY SERVICES INC | 2014-06-12 | 2014-12-01 | — |
| NESTWISE LLC | 2013-07-29 | 2013-09-27 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2012-11-19 | 2013-06-07 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2008-09-30 | 2010-11-30 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2003-04-29 | 2008-09-23 | — |