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DP

David R. Pullman

PULLMAN SECURITIES
Los Angeles, CA 90069
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CRD#: 1294621
DP

Professional summary


David Richard Pullman is a registered financial professional currently at PULLMAN SECURITIES, LLC located in Los Angeles, California.

David is registered as a RR (Registered Representative) and started their career in finance in 1996. David has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 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) - BD


Click below to view David Richard Pullman's CRS (Customer Relationship Summary).

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


Current

January 4, 1999 - Present

PULLMAN SECURITIES, LLC

Office #1: 9250 Robin Drive, Los Angeles, CA 90069Office #2: 9250 Robin Drive, Los Angeles, CA 90069
BD
CRD#: 45923
Los Angeles, CA
Past

January 31, 1997 - August 11, 1998

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

May 7, 1996 - January 9, 1997

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/8/2007)
RR
New York
(12/1/1999)

Exams


State Security Law Exam
RR
Series 63
Date: 10/27/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/14/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


PS
PULLMAN SECURITIES, LLC
PULLMAN SECURITIES, LLC | THE PULLMAN GROUP

CRD#: 45923 / SEC#: , 8-51234

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


Main Address
9250 Robin Drive, Los Angeles, CA 90069
Mailing Address
8721 Santa Monica Blvd., Suite 747, Los Angeles, CA 90069
Phone number
(212) 750-0210
Established
Delaware since 07/22/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PULLMAN, DAVID RICHARDMANAGING MEMBER, GSP, CCO (07/1998)1294621

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PULLMAN SECURITIES, LLC

CRD#: 45923Los Angeles, CA 90069

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