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Dudley Muth

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CRD#: 1013651
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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.

Dudley Muth was a registered financial professional .

Dudley is a previously registered financial professional and started their career in finance in 1981. Dudley had worked at 16 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 8, 2019 - April 11, 2024

WILSON-DAVIS & CO., INC.

BD
CRD#: 3777
SALT LAKE CITY, UT
Past

February 19, 2009 - March 30, 2016

BMA ADVISORS, LLC

RIA
CRD#: 124299
EL SEGUNDO, CA
Past

January 7, 2009 - February 12, 2019

BMA SECURITIES, LLC

BD
CRD#: 108219
EL SEGUNDO, CA
Past

January 18, 2008 - February 10, 2009

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

October 13, 2003 - July 28, 2004

SAN FRANCISCO SECURITIES, INC.

BD
CRD#: 43629
CANOGA PARK, CA
Past

October 17, 2002 - July 10, 2008

THE SHEMANO GROUP, INC.

BD
CRD#: 35528
LOS ANGELES, CA
Past

August 8, 2002 - October 14, 2002

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

May 21, 2002 - September 5, 2007

GLOBAL CROWN CAPITAL, LLC

BD
CRD#: 16761
LOS ANGELES, CA
Past

October 17, 2001 - May 2, 2002

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
AUSTIN, TX
Past

October 19, 2000 - October 15, 2001

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

January 26, 2000 - September 18, 2000

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

July 2, 1997 - January 24, 2000

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY
Past

August 4, 1993 - July 12, 1994

DRAKE & COMPANY, INC.

BD
CRD#: 16227
NEW YORK, NY
Past

August 22, 1990 - June 24, 1992

VESTCORP SECURITIES, INC.

BD
CRD#: 14746
IRVINE, CA
Past

April 23, 1985 - February 10, 1989

CAMBIO SECURITIES CORPORATION

BD
CRD#: 14891
Past

November 30, 1982 - April 1, 1985

ANGELES SECURITIES CORPORATION

BD
CRD#: 8083
Past

December 10, 1981 - October 20, 1982

MCNEIL SECURITIES CORPORATION

BD
CRD#: 5907

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/28/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


W&
WILSON-DAVIS & CO., INC.
WILSON-DAVIS & CO., INC.

CRD#: 3777 / SEC#: , 8-14299

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
236 South Main Street, Salt Lake City, UT 84101-2104
Mailing Address
P.o. Box 11587, Salt Lake City, UT 84147-0587
Phone number
(801) 532-1313
Established
Utah since 11/12/1968
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ATLASCLEAR HOLDINGS, INC.OWNER
EGGERTZ, LINCOLN TYLERCHIEF COMPLIANCE OFFICER | CHIEF AML COMPLIANCE OFFICER7336125
LOSSER, JANA MARIEPRINCIPAL OPERATIONS OFFICER4562682
SIME, JEFFREY NORMANPRINCIPAL FINANCIAL OFFICER1554798
SIME, JEFFREY NORMANCEO1554798

Disclosures


Regulatory Event57
Arbitration1

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.

Company Information


WILSON-DAVIS & CO., INC.

CRD#: 3777

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