# DAVID PATRICK KASTNER

DAVID PATRICK KASTNER is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with ADAMS WEALTH MANAGEMENT LLC, CACHETECH INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CACHETECH INC.](https://search.stillhousedata.com/firm/327688) | 2025-03-13 | present | Yes |
| [ADAMS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/286087) | 2022-05-17 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-01-04 | 2022-05-12 | — |
| [CHARLES SCHWAB INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/151739) | 2014-05-13 | 2021-01-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2321752)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2321752.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.