David John Koppenheffer is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with FORVIS MAZARS WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2022-06-01 | present | Yes |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | 2017-01-03 | 2022-08-24 | — |
| DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | 2016-09-02 | 2016-12-31 | — |