DAVID COOLBAUGH is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-15 | 2025-03-31 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2020-12-09 | 2021-09-28 | — |
| USAA INVESTMENT SERVICES COMPANY | 2017-04-04 | 2019-07-03 | — |
| USAA FINANCIAL PLANNING SERVICES | 2013-09-13 | 2017-04-05 | — |