# DAVID ADAM ELFENBEIN

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2024-06-19 | present | Yes |
| [KEY WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/317106) | 2024-01-09 | 2024-07-17 | — |
| [KEY WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/317106) | 2021-11-21 | 2023-12-31 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-04-13 | 2021-11-26 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2004-11-12 | 2012-04-23 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2002-06-07 | 2004-11-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2765089)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2765089.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.