DW
David Winston Crist
CRD 1902177
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Jonathan Roberts Advisory Group, Inc. | Registered representative | 07/20/2026 |
| Win Team Insurance Services, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Win Team Insurance Services, Inc.
Chief Compliance Officer · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗