DAVID S WINFREY is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CL WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | 2021-06-04 | present | Yes |
| SB ADVISORY, LLC | 2021-01-13 | 2021-06-02 | — |
| SB ADVISORY, LLC | 2019-02-26 | 2020-12-31 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2018-12-05 | 2018-12-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2013-03-18 | 2018-12-17 | — |