# DAVID JEROME ROMAGOSA

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.

## Registration history (2)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT FINANCIAL WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/171278) | 2025-04-28 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-09-17 | 2025-05-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/403303)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/403303.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.