David Julian is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with CORDA INVESTMENT MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORDA INVESTMENT MANAGEMENT, LLC | 2025-03-20 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2021-05-11 | 2025-04-01 | — |
| UBS FINANCIAL SERVICES INC. | 2017-07-06 | 2021-02-08 | — |