# DAVID MICHAEL MONTGOMERY

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONCURRENT INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/323135) | 2024-12-06 | present | Yes |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2020-07-02 | 2024-12-09 | — |
| [IFP ADVISORS, LLC](https://search.stillhousedata.com/firm/125112) | 2013-07-26 | 2020-07-20 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2013-06-20 | 2016-12-27 | — |
| [FINANCIAL TELESIS INC](https://search.stillhousedata.com/firm/31012) | 2011-06-15 | 2013-06-17 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2011-03-24 | 2011-05-31 | — |
| [T. ROWE PRICE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/108958) | 2009-02-02 | 2011-03-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4985656)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4985656.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.