DAVID KLEE KATZ is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2018-05-10 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-03-29 | 2013-12-04 | — |