David Koifman is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2024-02-09 | present | Yes |
| CETERA WEALTH SERVICES, LLC | 2021-03-17 | 2021-10-01 | — |
| CETERA INVESTMENT ADVISERS LLC | 2019-01-09 | 2021-10-01 | — |
| SUMMIT FINANCIAL GROUP INC | 2017-04-14 | 2021-05-20 | — |
| INVESTACORP ADVISORY SERVICES INC | 2016-03-16 | 2017-03-27 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-02-19 | 2015-10-16 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2014-01-16 | 2015-01-12 | — |