DAVID NEATE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with FIRST COMMAND ADVISORY SERVICES.
| Firm | From | To | Current |
|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | 2026-06-09 | present | Yes |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2025-02-10 | 2026-05-22 | — |
| LPL FINANCIAL LLC | 2015-04-16 | 2025-04-10 | — |
| CETERA WEALTH SERVICES, LLC | 2011-01-25 | 2014-09-18 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2007-03-27 | 2010-09-08 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2003-08-15 | 2007-03-20 | — |
| OSAIC FA, INC. | 2003-04-28 | 2003-06-10 | — |