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DH

David D. Hepworth

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CRD#: 1132850
DH

Professional summary


David Derek Hepworth was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, David had worked at 4 firms, which includes ALEX. BROWN & SONS INCORPORATED, PRUDENTIAL EQUITY GROUP LLC, LEHMAN BROTHERS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

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

February 5, 1991 - April 15, 1991

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

March 29, 1988 - January 9, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

May 14, 1987 - April 21, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

August 21, 1984 - May 8, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 9/12/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/25/1990
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AB
ALEX. BROWN & SONS INCORPORATED
ALEX. BROWN & SONS | ALEX. BROWN & SONS, INC. | ALEX. BROWN & SONS INCORPORATED

CRD#: 20 / SEC#: , 8-31213

BD
Terminated by SEC on 02/07/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 12/14/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


ALEX. BROWN & SONS INCORPORATED

CRD#: 20

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