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DK

David S. Kimball

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CRD#: 1295353
DK

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 Scott Kimball was a registered financial advisor .

David is a previously registered financial advisor and started their career in finance in 1984. David had worked at 9 firms and has passed the Series 63, Series 65, Series 7, Series 22 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

December 7, 2010 - July 19, 2011

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
IRVINE, CA
Past

September 5, 2006 - September 6, 2006

STEVEN L. FALK & ASSOCIATES INC.

BD
CRD#: 14297
LAS VEGAS, NV
Past

September 5, 2006 - October 23, 2006

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

February 24, 2003 - July 15, 2004

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
ATLANTA, GA
Past

February 14, 2002 - July 15, 2004

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 13, 2001 - February 14, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

February 4, 1999 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

March 3, 1994 - February 4, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 26, 1989 - August 4, 1993

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

February 12, 1986 - April 13, 1989

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925
Past

September 5, 1984 - January 9, 1986

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925

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: 12/20/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/11/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 9/4/1984
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/20/2011
General Securities Principal Examination

Current Firm

AC
ACCELERATED CAPITAL GROUP
ACCELERATED CAPITAL GROUP | TRADEMARK INVESTMENTS, INC. | MARK STEWART SECURITIES, INC. | ACCELERATED CAPITAL GROUP, INC.

CRD#: 41270 / SEC#: , 8-49347

BD
Terminated by SEC on 12/02/2018
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Contact information

Main Address
Mailing Address
Phone number
Established
California since 05/14/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
STEVENS, JODI KAYEASSIGNEE FOR STRONGBOW/CCO7028802

Disclosures

Regulatory Event3

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

ACCELERATED CAPITAL GROUP

CRD#: 41270

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