# David Rosensweet

David Rosensweet is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CLIFTONLARSONALLEN WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/38357) | 2026-04-29 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2016-02-23 | 2026-03-19 | — |
| [TOUCHSTONE ADVISORS INC](https://search.stillhousedata.com/firm/107028) | 2007-09-21 | 2010-02-23 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2003-07-01 | 2006-06-05 | — |
| [PRUDENTIAL EQUITY GROUP, LLC](https://search.stillhousedata.com/firm/7471) | 2002-06-20 | 2003-07-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3209153)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3209153.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.