David Stephan is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2023-06-29 | present | Yes |
| SUMMIT FINANCIAL GROUP INC | 2020-05-21 | 2021-05-20 | — |
| AVANTAX ADVISORY SERVICES | 2018-08-24 | 2020-04-30 | — |