David Renzi has been an investment adviser representative at Ironwood Financial since March 2014, and is not listed among the firm’s executive officers or direct owners.
Ironwood Financial, LLC is a Tucson, AZ firm with $663M under management, 624 clients and 8 advisers across 2 offices, as of its June 2026 filing.
David Renzi’s longest registration is the current one, 12 years at Ironwood Financial since 2014. Before joining Ironwood Financial in 2014, David Renzi was registered through Next Financial Group, Inc.
- Ironwood Financial, LLCCurrent– present · 12 yearsTucson, AZ · Adviser representative · Firm CRD 151004
- Next Financial Group, Inc.– · under a yearTucson, AZ · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
David Renzi is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2014; the most recent is Texas, in December 2025.
- ArizonaSince 31 March 2014
- TexasResidentSince 12 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 October 2013 |
| Series 7 | General Securities Representative Examination | 18 September 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Cunningham Renzi
- CRD
- 5847805
- Firm
- Ironwood Financial · CRD 151004
- Office
- 1926 E. FORT LOWELL ROAD, SUITE 100, Tucson, AZ 85719
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does David Renzi work?
David Renzi is an investment adviser representative registered through Ironwood Financial, LLC since March 2014, and is not listed among the firm’s executive officers or direct owners.
Is David Renzi a financial advisor?
Yes. David Renzi has a current investment-adviser registration in Arizona and Texas, through Ironwood Financial since March 2014.
How many years of experience does David Renzi have?
David Renzi has 12 years in the financial industry, since November 2013, across 2 adviser firms.
What exams has David Renzi passed?
David Renzi has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2013.
Where is David Renzi based?
David Renzi’s registered office is in Tucson, AZ.
Is David Renzi registered with FINRA?
No. David Renzi has no current broker registration.
How can I verify David Renzi’s record?
Search CRD 5847805 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Renzi’s full registration record.