DAVID KRUNCH WHITFIELD KLOBERDANZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with ELEVATION POINT WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 2026-02-16 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2015-12-15 | 2026-02-24 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2008-09-19 | 2015-12-17 | — |
| LEHMAN BROTHERS INC. | 2004-04-28 | 2008-10-09 | — |