David E Mathias is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with XCELSIOR ADVISOR PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| XCELSIOR ADVISOR PARTNERS LLC | 2026-04-23 | present | Yes |
| ROBERT W. BAIRD & CO. INCORPORATED | 2014-04-07 | 2026-04-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-12-18 | 2014-04-01 | — |
| FIRST HEARTLAND CONSULTANTS, INC. | 2012-10-25 | 2013-09-20 | — |
| LPL FINANCIAL LLC | 2009-09-10 | 2010-10-18 | — |