David Ira Kramer

Current Employers

Employment History

• 05/1998 → Present
  Wealth & Tax Advisers, Ltd.
  Walnut Creek, CA
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1998-08-13 → 2004-01-01
  Ifg Advisory Services Inc
  Walnut Creek, CA

Other Businesses

1.RETIREMENT WEALTH & TAX ADVISORS, FIXED INSURANCE AND FINANCIAL SERVICES DBA. 2. CONDOMINIUM ASSOCIATION, RELATED TO HOME OWNERS ASSOCIATION, CHAIRMAN OF FINANCE. 3. NAME OF OTHER BUSINESS: RENTAL PROPERTY, INVESTMENT RELATED: NO, ADDRESS: 12 LONDRES LOS EUCALIPTPOS, OJEN, MARBELLA SPAIN, NATURE OF BUSINESS: REAL ESTATE, START DATE: 05/2023, POSITION/TITLE/RELATIONSHIP: PART OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PERIODICALLY RENT PROPERTY THROUGH BROKER;

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-21
• S63 Uniform Securities Agent State Law Examination
  1987-02-20

Other Names

• David I Kramer