David M Coen is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with SOVRAN ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOVRAN ADVISORS, LLC | 2026-03-30 | present | Yes |
| CREATIVE PLANNING, LLC | 2025-12-11 | 2026-04-02 | — |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2015-09-18 | 2026-01-13 | — |