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DH

David M. Homp

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CRD#: 1587112
DH

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 Michael Homp was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1987. David had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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

February 24, 2016 - July 3, 2017

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

January 11, 2013 - November 11, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
BEAVER DAM, WI
Past

October 26, 2012 - November 11, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BEAVER DAM, WI
Past

February 4, 2011 - November 15, 2012

SII INVESTMENTS, INC.

BD
CRD#: 2225
LAKE MILLS, WI
Past

May 8, 2009 - February 7, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LAKE MILLS, WI
Past

May 7, 2009 - February 7, 2011

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LAKE MILLS, WI
Past

July 19, 2006 - May 7, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
LAKE MILLS, WI
Past

June 10, 1987 - May 7, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
LAKE MILLS, WI

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
IAR
Series 66
Date: 9/4/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FE
FORESTERS EQUITY SERVICES, INC.
FORESTERS EQUITY SERVICES, INC. | FORESTERS SECURITIES, INC.

CRD#: 18464 / SEC#: 801-77880, 8-36703

BD
Terminated by SEC on 02/11/2019
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Contact information


Main Address
6640 Lusk Blvd #a202, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 05/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II (3/27/2018)

Direct owners and executive officers


NamePositionCRD#
THE INDEPENDENT ORDER OF FORESTERS ("IOF")OWNER
GERB, JASON HARRISCHIEF COMPLIANCE OFFICER3021815
GIL, JUDITH ELAINEVICE PRESIDENT COMPLIANCE2707895
MALECHUK, LAURA ANNFINANCIAL OPERATIONS PRINCIPAL1105982
MCDONOUGH, MARK EVP OPERATIONS4254608
REABURN, PAUL DOUGLASDIRECTOR4125521
SMITH, FRANK LEOPRESIDENT2080590
SMITH, FRANK LEODIRECTOR2080590

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


FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

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