DAVID RICHARD ROBERTS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with GRIMES & COMPANY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GRIMES & COMPANY WEALTH MANAGEMENT, LLC | 2021-04-30 | present | Yes |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2006-04-27 | 2021-01-11 | — |
| TD AMERITRADE, INC. | 2003-06-26 | 2020-12-31 | — |