DAVID SCOTT TRETTEL is an investment adviser representative (IAR) with state registration records since 2015, appearing at 8 firms. Currently registered with BEACON FINANCIAL STRATEGIES CORP..
| Firm | From | To | Current |
|---|---|---|---|
| BEACON FINANCIAL STRATEGIES CORP. | 2024-10-29 | present | Yes |
| ROBERT W. BAIRD & CO. INCORPORATED | 2023-08-02 | 2024-01-25 | — |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 2022-06-15 | 2023-01-23 | — |
| PROSPERA FINANCIAL SERVICES, INC. | 2022-01-12 | 2022-04-20 | — |
| CHARLES SCHWAB & CO., INC. | 2020-08-13 | 2022-01-20 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2015-11-10 | 2020-07-27 | — |
| PRINCIPAL SECURITIES, INC. | 2015-09-15 | 2015-10-23 | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 2015-04-20 | 2015-08-17 | — |