DAVID M MARKS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with VALLEY WEALTH MANAGERS, INC., VALLEY FINANCIAL MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VALLEY FINANCIAL MANAGEMENT, INC. | 2026-06-23 | present | Yes |
| VALLEY WEALTH MANAGERS, INC. | 2024-09-05 | present | Yes |
| OSAIC INSTITUTIONS, INC. | 2019-05-02 | 2024-08-22 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2016-11-07 | 2019-05-15 | — |