DM
CFP
DM
CFP

David Muela

26 Years of Experience
Sparks, MD
Broker

David Muela is a CFP-designated registered investment advisor, based in Sparks, MD, with 26 years of industry experience.

Location

913 Ridgebrook Road, Suite 300, Sparks, MD, 21152

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

David is a member of Muelpunch Properties LLC, a real estate venture, spending a few hours per week. He is also an author for Integrated Capital Management Group and an advisory representative of an RIA, dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Equitable Advisors, LLC
June 2005 - August 2024 · 19 yrs 2 mos
Equitable Advisors, LLCBroker
June 2005 - August 2024 · 19 yrs 2 mos
Mony Securities Corporation
October 2000 - June 2005 · 4 yrs 8 mos
Mony Securities CorporationBroker
June 1999 - June 2005 · 6 yrs
State Registrations12 states
AZCODCDEFLGAMDNCNYPASCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Muela - Financial Advisor | TrueAdvisor