# DAVID BRAD KAUFFMAN

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CW ADVISORS, LLC](https://search.stillhousedata.com/firm/310873) | 2021-04-19 | present | Yes |
| [PINNACLE ADVISORY GROUP, INC.](https://search.stillhousedata.com/firm/107757) | 2007-02-02 | 2021-05-17 | — |
| [FERRIS, BAKER WATTS, LLC](https://search.stillhousedata.com/firm/285) | 2003-06-02 | 2007-01-30 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2002-11-20 | 2003-06-10 | — |
| [CAPITAL INVESTMENT ADVISORS, INC.](https://search.stillhousedata.com/firm/118269) | 2000-01-02 | 2003-06-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2188590)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2188590.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.