David Lindsay Sourk is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-11-03 | present | Yes |
| VANGUARD ADVISERS, INC. | 2019-12-17 | 2025-05-16 | — |