David Segal is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 2025-02-21 | present | Yes |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 2016-04-20 | 2020-10-01 | — |
| WEAVER WEALTH MANAGEMENT | 2014-11-13 | 2016-08-18 | — |