DAVID CLAUDE ROBERTS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 7 firms. Currently registered with VIMA, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VIMA, LLC | 2026-02-25 | present | Yes |
| FINANCIAL STRATEGIES GROUP, INC | 2019-10-18 | 2020-09-14 | — |
| SECURIAN FINANCIAL SERVICES, INC. | 2016-09-14 | 2019-02-06 | — |
| WADDELL & REED | 2015-12-10 | 2016-05-10 | — |
| CHESME CAPITAL MANAGEMENT | 2012-09-07 | 2015-03-11 | — |
| INVESTMENT SOLUTIONS ADVISORS LLC | 2011-08-19 | 2015-09-16 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2010-12-22 | 2011-05-18 | — |