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JW

Jeffrey D. Weaver

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CRD#: 1556358
JW

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.

Jeffrey D Weaver, who also goes by Jeffrey David Weaver, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1987. Jeffrey had worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey David Weaver

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

January 19, 2021 - June 8, 2021

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

January 22, 2019 - November 2, 2020

LPS CAPITAL LLC

BD
CRD#: 155246
NEW YORK, NY
Past

October 13, 2015 - November 21, 2017

MAREX CAPITAL MARKETS INC.

BD
CRD#: 161014
NEW YORK, NY
Past

May 16, 2013 - September 16, 2015

PIPER SANDLER & CO.

BD
CRD#: 665
NEW YORK, NY
Past

July 6, 2012 - April 15, 2013

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

April 30, 2012 - June 12, 2012

COHEN & COMPANY SECURITIES, LLC

BD
CRD#: 149758
NEW YORK, NY
Past

June 1, 2011 - May 2, 2012

ALLY SECURITIES LLC

BD
CRD#: 25988
NEW YORK, NY
Past

March 17, 2009 - May 27, 2011

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
STAMFORD, CT
Past

March 8, 2004 - December 10, 2008

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
GREENWICH, CT
Past

January 29, 2002 - March 1, 2004

ALLY SECURITIES LLC

BD
CRD#: 25988
DETROIT, MI
Past

October 12, 2000 - June 25, 2001

TRUMARKETS, LLC

BD
CRD#: 103872
NEW YORK, NY
Past

July 16, 1996 - December 7, 1998

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

April 28, 1995 - January 30, 1996

INTERCAPITAL GOVERNMENT SECURITIES INC.

BD
CRD#: 19710
NEW YORK, NY
Past

April 28, 1995 - January 30, 1996

EXCO RMJ INTERNATIONAL INC.

BD
CRD#: 21287
Past

November 25, 1987 - January 11, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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: 3/7/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WS
WALL STREET ACCESS
WALL STREET ACCESS | WALL STREET INVESTOR SERVICES | WALL STREET CLEARING COMPANY

CRD#: 10012 / SEC#: , 8-25936

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
100 Wall Street, Suite 804, New York, NY 10005
Mailing Address
100 Wall Street, Suite 804, New York, NY 10005
Phone number
(212) 709-9400
Established
New York since 02/01/1981
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DPK SECURITIES, LLC98% OWNER/GENERAL PARTNER
DENIS P. KELLEHER, LLC2% OWNER/GENERAL PARTNER
GOETCHIUS, ARTHUR LEROYCHIEF EXECUTIVE OFFICER1374251
KELLEHER, SEAN MICHAELPRESIDENT1726997
LAVIN, WILLIAM KANE JREXECUTIVE MANAGING DIRECTOR / ROSFP2703117
MITCHELL, JOHN LOUISCHIEF FINANCIAL OFFICER / FINOP2193524
O'CONNELL, JOHN PATRICKASSISTANT CONTROLLER4698479
VISCOVICH, GREGORY DOMINICCHIEF COMPLIANCE OFFICER2621348

Disclosures


Regulatory Event19
Arbitration15

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


WALL STREET ACCESS

CRD#: 10012

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