David Michael Bartoski is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with FORMA FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FORMA FINANCIAL PLANNING LLC | 2024-04-12 | present | Yes |
| USAA INVESTMENT SERVICES COMPANY | 2013-04-17 | 2019-04-11 | — |
| USAA FINANCIAL PLANNING SERVICES | 2010-07-30 | 2013-04-19 | — |
| LPL FINANCIAL LLC | 2009-08-12 | 2010-07-19 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2005-03-28 | 2009-08-12 | — |