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DA

David Azran

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CRD#: 1228289
DA

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 Azran was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1984. David had worked at 5 firms and has passed the Series 63, SIE and Series 7 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

May 23, 2014 - December 31, 2014

KINGSBURY, LLC

BD
CRD#: 147102
EVANSTON, IL
Past

April 8, 2010 - October 2, 2012

H2C SECURITIES INC.

BD
CRD#: 7169
ATLANTA, GA
Past

January 11, 2008 - November 20, 2008

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
CHICAGO, IL
Past

December 2, 2005 - July 6, 2007

USF SECURITIES, L.P.

BD
CRD#: 37942
CHICAGO, IL
Past

November 30, 1984 - May 21, 2004

H2C SECURITIES INC.

BD
CRD#: 7169
ATLANTA, GA
Past

February 24, 1984 - December 21, 1984

LOWRY FINANCIAL SERVICES CORPORATION

BD
CRD#: 7291

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: 12/17/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KL
KINGSBURY, LLC
KINGSBURY CAPITAL LLC | KINGSBURY, LLC | KINGSBURY CAPITAL, LLC

CRD#: 147102 / SEC#: , 8-67878

BD
Terminated by SEC on 05/22/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 07/05/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KINGSBURY HOLDINGS, INC.MEMBER
SADZEWICZ, GERY JOSEPHFINOP1090963
VELLON, WILLIAM DAVIDCHIEF COMPLIANCE OFFICER1954258

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


KINGSBURY, LLC

CRD#: 147102

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