DAVID ELGIN MAXEY is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with TREK FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TREK FINANCIAL, LLC | 2025-10-10 | present | Yes |
| HERITAGE FAMILY OFFICES, LLP | 2024-06-13 | 2025-06-10 | — |
| HERITAGE FAMILY OFFICES, LLP | 2023-03-15 | 2023-12-31 | — |
| HERITAGE WEALTH MANAGEMENT, LLC | 2017-07-07 | 2024-03-05 | — |
| HERITAGE WEALTH MANAGEMENT, LLC | 2014-09-15 | 2017-08-18 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-05-15 | 2014-08-20 | — |
| WELLS FARGO INVESTMENTS, LLC | 2007-04-05 | 2008-04-21 | — |