DAVID ADAM MONHEIT is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-09-05 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2019-10-25 | 2025-09-05 | — |
| 1ST GLOBAL ADVISORS INC | 2004-02-10 | 2019-10-25 | — |
| MONY SECURITIES CORPORATION | 2003-12-02 | 2004-02-18 | — |
| TRUSTED SECURITIES ADVISORS CORP. | 2002-12-11 | 2003-12-02 | — |