# DAVID ALLEN WAGNER

DAVID ALLEN WAGNER is an investment adviser representative (IAR) with state registration records since 1999, appearing at 6 firms. Currently registered with PORTFOLIO MEDICS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PORTFOLIO MEDICS, LLC](https://search.stillhousedata.com/firm/145958) | 2022-09-28 | present | Yes |
| [ACTIVE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/284181) | 2016-06-21 | 2022-12-31 | — |
| [RIDGEWAY CONGER ADVISORY SERVICES](https://search.stillhousedata.com/firm/139372) | 2015-01-08 | 2015-12-31 | — |
| [RIDGEWAY CONGER ADVISORY SERVICES](https://search.stillhousedata.com/firm/139372) | 2012-01-03 | 2014-12-31 | — |
| [IC ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/140190) | 2006-06-02 | 2012-05-23 | — |
| [THE INVESTMENT CENTER, INC.](https://search.stillhousedata.com/firm/17839) | 2003-04-28 | 2006-06-02 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 1999-02-04 | 2003-04-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1681562)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1681562.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.