DAVID ROLAND MONGEAU is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CHESS FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WCG WEALTH ADVISORS, LLC | 2021-12-08 | 2022-02-24 | — |
| CHESS FINANCIAL PLANNING LLC | 2018-03-20 | present | Yes |
| INDEPENDENT FINANCIAL GROUP, LLC | 2017-05-22 | 2018-03-16 | — |
| CHESS FINANCIAL PLANNING LLC | 2017-01-27 | 2017-06-22 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-10-20 | 2005-02-14 | — |
| QUICK & REILLY, INC. | 2004-03-15 | 2004-10-20 | — |