DA
David Andrew Schmidt
CRD 2099154
Firms
| Firm | Role | As of |
|---|---|---|
| Osaic Wealth, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Osaic Advisory Services, Llc
Treasurer, Financial And Operations Principal · Less than 5% · Dec 2024
-
Ladenburg Thalmann Asset Management Inc
Treasurer · Less than 5% · Nov 2024
-
Vision2020 Wealth Management Corp.
Treasurer · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗