# DAVID ELGIN MAXEY

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TREK FINANCIAL, LLC](https://search.stillhousedata.com/firm/109376) | 2025-10-10 | present | Yes |
| [HERITAGE FAMILY OFFICES, LLP](https://search.stillhousedata.com/firm/323930) | 2024-06-13 | 2025-06-10 | — |
| [HERITAGE FAMILY OFFICES, LLP](https://search.stillhousedata.com/firm/323930) | 2023-03-15 | 2023-12-31 | — |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/287909) | 2017-07-07 | 2024-03-05 | — |
| [HERITAGE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/158107) | 2014-09-15 | 2017-08-18 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2008-05-15 | 2014-08-20 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2007-04-05 | 2008-04-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4927673)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4927673.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.