DAVID MICHAEL MONTGOMERY is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2024-12-06 | present | Yes |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2020-07-02 | 2024-12-09 | — |
| IFP ADVISORS, LLC | 2013-07-26 | 2020-07-20 | — |
| LPL FINANCIAL LLC | 2013-06-20 | 2016-12-27 | — |
| FINANCIAL TELESIS INC | 2011-06-15 | 2013-06-17 | — |
| WADDELL & REED | 2011-03-24 | 2011-05-31 | — |
| T. ROWE PRICE ADVISORY SERVICES, INC. | 2009-02-02 | 2011-03-17 | — |