DAVID JEROME ROMAGOSA is an investment adviser representative (IAR) with state registration records since 2010, appearing at 2 firms. Currently registered with SUMMIT FINANCIAL WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL WEALTH ADVISORS, LLC | 2025-04-28 | present | Yes |
| LPL FINANCIAL LLC | 2010-09-17 | 2025-05-02 | — |