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David B. Spitler

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CRD#: 1181865
DS

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 Brian Spitler, who also goes by Dave Spitler, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1983. David had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Spitler

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 20, 1992 - December 31, 2014

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
CROWN POINT, IN
Past

May 18, 1988 - January 22, 1992

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BOSTON, MA
Past

September 1, 1983 - June 17, 1986

NYLIFE SECURITIES LLC

BD
CRD#: 5167

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: 8/17/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SIGNATOR FINANCIAL SERVICES, INC.
PNMR SECURITIES, INC. | SYMETRA INVESTMENT SERVICES, INC. | SIS FINANCIAL & INSURANCE SERVICES | SIGNATOR FINANCIAL SERVICES, INC. | SAFECO INVESTMENT SERVICES, INC.

CRD#: 19061 / SEC#: 801-66750, 8-37112

BD
Terminated by SEC on 02/15/2016
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Contact information


Main Address
197 Clarendon Street C-08-05, Boston, MA 02116
Mailing Address
Phone number
Established
Washington since 11/05/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SIGNATOR FINANCIAL SERVICES ADVISORY WRAP FEE DISCLOSURE DOCUMENT (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
JOHN HANCOCK FINANCIAL NETWORK, INC.PARENT COMPANY
ABERIZK, EMIL JOSEPH JRDIRECTOR1049525
ARMSTRONG, ABIGAIL MARIESECRETARY/CLERK & COUNSEL1239945
CLARK, JEFFREY STEPHENVICE PRESIDENT, DIRECTOR OF FINANCE, FINANCIAL PRINCIPAL4974902
HEAPPS, BRIAN BASILDIRECTOR1666475
HORACK, THOMAS JOSEPHCHIEF COMPLIANCE OFFICER861315
K VD HAGEN, HALINADIRECTOR6582303
KARMAN, MITCHELL ANDREWDIRECTOR2837307
MARYANOPOLIS, CHRISTOPHERPRESIDENT3041077
REBMAN, JILL DENISEDIRECTOR6520386
RIGATTI, MATTHEW FORRESTDIRECTOR2461646
RISPOLI, FRANK JOSEPHDIRECTOR4364402
SUMINSKI, JOHN WILLIAMDIRECTOR6009337
TETA, ANTHONY MAURICEDIRECTOR4617856

Disclosures


Regulatory Event2

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


SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

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