David Yates is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with PODELL FINANCIAL GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PODELL FINANCIAL GROUP LLC | 2023-05-24 | present | Yes |
| EAGLE STRATEGIES LLC | 2021-07-19 | 2023-06-14 | — |
| PRUCO SECURITIES, LLC | 2019-07-12 | 2020-03-02 | — |
| EAGLE STRATEGIES LLC | 2009-09-18 | 2019-03-04 | — |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2004-10-11 | 2009-05-13 | — |