# DAVID ADAM ROOKASIN

DAVID ADAM ROOKASIN is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with GILBERT GREG RIA, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GILBERT GREG RIA, LLC](https://search.stillhousedata.com/firm/304981) | 2020-04-29 | present | Yes |
| [INFINITY FINANCIAL SERVICES](https://search.stillhousedata.com/firm/144302) | 2019-11-25 | 2020-12-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2017-08-15 | 2019-10-08 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2012-10-12 | 2017-08-24 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-04-27 | 2012-10-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5760016)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5760016.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.