DAVID THOMAS RIVKIN is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2023-11-03 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2021-08-04 | 2024-07-24 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2016-11-04 | 2021-07-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-02-08 | 2016-10-21 | — |