# DAVID CLAUDE ROBERTS

DAVID CLAUDE ROBERTS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 7 firms. Currently registered with VIMA, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VIMA, LLC](https://search.stillhousedata.com/firm/148833) | 2026-02-25 | present | Yes |
| [FINANCIAL STRATEGIES GROUP, INC](https://search.stillhousedata.com/firm/289054) | 2019-10-18 | 2020-09-14 | — |
| [SECURIAN FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/15296) | 2016-09-14 | 2019-02-06 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2015-12-10 | 2016-05-10 | — |
| [CHESME CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/129342) | 2012-09-07 | 2015-03-11 | — |
| [INVESTMENT SOLUTIONS ADVISORS LLC](https://search.stillhousedata.com/firm/153274) | 2011-08-19 | 2015-09-16 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2010-12-22 | 2011-05-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1539126)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1539126.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.