David M Woldman is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2026-07-01 | present | Yes |
| LPL FINANCIAL LLC | 2024-12-02 | 2026-07-23 | — |
| EDWARD D. JONES & CO., L.P. | 2024-09-12 | 2025-01-08 | — |
| EDWARD D. JONES & CO., L.P. | 2023-08-11 | 2024-07-08 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2023-01-30 | 2023-08-15 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2019-12-02 | 2022-12-22 | — |
| OSAIC INSTITUTIONS, INC. | 2017-10-18 | 2019-12-03 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-04-01 | 2017-08-04 | — |