DAVID ADAM ELFENBEIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2024-06-19 | present | Yes |
| KEY WEALTH ADVISORS LLC | 2024-01-09 | 2024-07-17 | — |
| KEY WEALTH ADVISORS LLC | 2021-11-21 | 2023-12-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-04-13 | 2021-11-26 | — |
| UBS FINANCIAL SERVICES INC. | 2004-11-12 | 2012-04-23 | — |
| MORGAN STANLEY DW INC. | 2002-06-07 | 2004-11-15 | — |