# DAVID JAMES PETOSKEY

DAVID JAMES PETOSKEY is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with WEALTH MANAGEMENT SERVICES, LLC, LPL FINANCIAL LLC, WEALTHCARE ADVISORY PARTNERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHCARE ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171976) | 2025-03-31 | present | Yes |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2023-01-03 | 2025-04-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2021-04-28 | present | Yes |
| [WEALTHCARE ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171976) | 2018-02-01 | 2023-05-17 | — |
| [WEALTH MANAGEMENT SERVICES, LLC](https://search.stillhousedata.com/firm/131012) | 2010-09-28 | present | Yes |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2030138)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2030138.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.