DB
David B Trenner
CRD 6135842
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| D'orazio & Associates, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
D'orazio & Associates, Inc.
Shareholder, President And Chief Compliance Officer (02/2023) · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗