DAVID WHITFIELD is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2011-05-18 | 2018-07-13 | — |
| CHARLES SCHWAB & CO., INC. | 2009-04-20 | 2011-04-25 | — |
| CHASE INVESTMENT SERVICES CORP. | 2008-03-13 | 2009-02-09 | — |
| STRATEGIC ADVISERS LLC | 2006-03-31 | 2008-02-01 | — |