DAVID WARREN TATE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2020-10-18 | present | Yes |
| FINANCIAL INSIGHT CENTER | 2011-10-04 | 2020-10-21 | — |
| QUESTAR ASSET MANAGEMENT, INC. | 2010-10-20 | 2011-10-07 | — |
| J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC | 2010-05-17 | 2010-10-12 | — |
| INSPHERE SECURITIES, INC. | 2007-10-03 | 2010-04-27 | — |
| ALLEGIS ADVISORS, INC. | 2005-03-23 | 2007-10-03 | — |
| EQUITY SERVICES, INC. | 2002-09-05 | 2005-03-18 | — |