DW
DW

David S Weinberger

29 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

111 North Orange Ave., Suite 1000, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the owner/president of Weinberger Consultants, Inc., a tax and organizational consulting firm, dedicating minimal time. He also holds positions as an IAR and CFO for investment-related companies, and owns a travel agency, spending minimal time on each.

Employment History
Current Registrations
Brooks, Houghton Securities, INC.Broker
September 2025 - Present · 5 mos
Brooks, Houghton Securities, INC.
September 2025 - Present · 5 mos
Primus Financial Services, LLCBroker
September 2021 - Present · 4 yrs 5 mos
International Assets Advisory, LLC
July 2020 - Present · 5 yrs 7 mos
Global Assets Advisory, LLC
May 2019 - Present · 6 yrs 9 mos
International Assets Investment Management, LLC
July 2015 - Present · 10 yrs 7 mos
International Assets Advisory, LLCBroker
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Tactical Investment Strategies LLC
October 2016 - March 2023 · 6 yrs 5 mos
International Assets Investment Management, LLC
July 2015 - December 2015 · 5 mos
Iaa Financial LLCBroker
September 2009 - January 2015 · 5 yrs 4 mos
Gunnallen Financial, INC
February 2007 - October 2009 · 2 yrs 8 mos
Gunnallen Financial, INCBroker
January 2004 - October 2009 · 5 yrs 9 mos
Continental Broker-Dealer CORP.Broker
August 2001 - January 2004 · 2 yrs 5 mos
Preferred Securities Group, INC.Broker
August 2000 - September 2001 · 1 yr 1 mo
Institutional Equity CorporationBroker
October 1999 - August 2000 · 10 mos
Continental Broker-Dealer CORP.Broker
October 1998 - October 1999 · 1 yr
Joseph Dillon & Company INC.Broker
July 1998 - October 1998 · 3 mos
The Investment Center, INC.Broker
July 1997 - August 1998 · 1 yr 1 mo
The Investment Center, INC.Broker
May 1996 - December 1996 · 7 mos
Biltmore Securities, INCBroker
January 1996 - April 1996 · 3 mos
State Registrations15 states
CAFLILMTNCNDNMNYOHORSDTXWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.