# DAVID WARREN TATE

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2020-10-18 | present | Yes |
| [FINANCIAL INSIGHT CENTER](https://search.stillhousedata.com/firm/153610) | 2011-10-04 | 2020-10-21 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2010-10-20 | 2011-10-07 | — |
| [J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/124446) | 2010-05-17 | 2010-10-12 | — |
| [INSPHERE SECURITIES, INC.](https://search.stillhousedata.com/firm/136433) | 2007-10-03 | 2010-04-27 | — |
| [ALLEGIS ADVISORS, INC.](https://search.stillhousedata.com/firm/131242) | 2005-03-23 | 2007-10-03 | — |
| [EQUITY SERVICES, INC.](https://search.stillhousedata.com/firm/265) | 2002-09-05 | 2005-03-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2776885)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2776885.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.