# B. David Goldstein

B. David Goldstein is an investment adviser representative (IAR) with state registration records since 1992, appearing at 5 firms. Currently registered with WEALTHPLAN PARTNERS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHPLAN PARTNERS, LLC](https://search.stillhousedata.com/firm/305026) | 2022-06-30 | present | Yes |
| [WESTERN INTERNATIONAL SECURITIES, INC.](https://search.stillhousedata.com/firm/39262) | 2015-05-29 | 2022-06-22 | — |
| [UNITED ADVISORS](https://search.stillhousedata.com/firm/133668) | 2009-10-12 | 2015-06-05 | — |
| [GUNNALLEN FINANCIAL, INC](https://search.stillhousedata.com/firm/17609) | 2007-08-09 | 2009-10-15 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 1992-11-13 | 2007-08-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1718066)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1718066.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.