DAVID GORDON ROBERTS is an investment adviser representative (IAR) with state registration records since 1990, appearing at 3 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2020-11-27 | present | Yes |
| COLDSTREAM WEALTH MANAGEMENT | 2004-09-16 | 2020-12-31 | — |
| CINCINNATI ANALYSTS, INC. | 1990-08-22 | 2004-12-31 | — |