DAVID BRAD KAUFFMAN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with CW ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CW ADVISORS, LLC | 2021-04-19 | present | Yes |
| PINNACLE ADVISORY GROUP, INC. | 2007-02-02 | 2021-05-17 | — |
| FERRIS, BAKER WATTS, LLC | 2003-06-02 | 2007-01-30 | — |
| MORGAN STANLEY DW INC. | 2002-11-20 | 2003-06-10 | — |
| CAPITAL INVESTMENT ADVISORS, INC. | 2000-01-02 | 2003-06-05 | — |