Karl David Tresner is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with SOLTIS INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS, LLC | 2026-04-22 | present | Yes |
| MML INVESTORS SERVICES, LLC | 2026-02-06 | 2026-03-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-01-13 | 2025-09-03 | — |
| HARRISDIRECT LLC | 2022-01-28 | 2023-09-05 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2022-01-10 | — |
| STRATEGIC ADVISERS LLC | 2010-08-17 | 2018-07-13 | — |