# DAVID M MARKS

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VALLEY FINANCIAL MANAGEMENT, INC.](https://search.stillhousedata.com/firm/105387) | 2026-06-23 | present | Yes |
| [VALLEY WEALTH MANAGERS, INC.](https://search.stillhousedata.com/firm/108879) | 2024-09-05 | present | Yes |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2019-05-02 | 2024-08-22 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2016-11-07 | 2019-05-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5576897)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5576897.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.