DAVID TREVOR RIX is an investment adviser representative (IAR) with state registration records since 2012, appearing at 6 firms. Currently registered with MORNINGSTAR INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | 2023-01-24 | present | Yes |
| CAPFINANCIAL PARTNERS, LLC | 2020-04-16 | 2022-10-26 | — |
| J.P. MORGAN SECURITIES LLC | 2019-06-19 | 2019-09-10 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2017-04-27 | 2017-10-13 | — |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2014-01-14 | 2016-12-31 | — |
| STRATEGIC ADVISERS LLC | 2012-11-05 | 2013-01-11 | — |