David T. Beil
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Turner Beil was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1981. David had worked at 10 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 21, 1993 - December 21, 1993
INTREPID SECURITIES, INC.
November 29, 1993 - October 4, 1994
ARAGON FINANCIAL SERVICES, INC.
April 11, 1992 - June 30, 1992
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
January 29, 1992 - December 18, 1992
JASON MACKENZIE SECURITIES, INC.
March 30, 1990 - June 6, 1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
February 6, 1990 - March 26, 1990
MONY SECURITIES CORPORATION
July 5, 1989 - September 28, 1989
J. B. HANAUER & CO.
December 22, 1988 - June 13, 1989
RAYMOND JAMES & ASSOCIATES, INC.
August 10, 1987 - May 31, 1988
INTERCAROLINA FINANCIAL SERVICES, INC.
August 27, 1981 - March 12, 1987
WACHOVIA SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTREPID SECURITIES, INC.
CRD#: 19311 / SEC#: , 8-37362
Contact information
Documents
Direct owners and executive officers
Disclosures
| Regulatory Event | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
