David B. Ivey
Professional summary
David Brian Ivey, who also goes by Brian IVey, is a registered financial professional currently at SAYBRUS EQUITY SERVICES, LLC located in Canonsburg, Pennsylvania.
David is registered as a RR (Registered Representative) and started their career in finance in 1996. David has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Brian Ivey's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 5, 2023 - Present
SAYBRUS EQUITY SERVICES, LLC
March 25, 2020 - July 5, 2023
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
January 3, 2013 - March 31, 2020
PRUCO SECURITIES, LLC.
February 27, 2002 - January 3, 2013
HIMCO DISTRIBUTION SERVICES COMPANY
April 4, 1996 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
April 4, 1996 - February 25, 2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/18/2023)
Exams
FINRA
Current Firm
SAYBRUS EQUITY SERVICES, LLC
CRD#: 153319 / SEC#: , 8-68521
Contact information
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SAYBRUS HOLDINGS, LLC | PARENT COMPANY | |
| ALI, AZIZ | VICE PRESIDENT | 5030560 |
| CASSIDY, EDWARD WILLIAM JR | EXEC. VP / INTERNAL DIRECTOR | 1606787 |
| COSTENBADER, WALTER RUSSELL | FINOP | 1828345 |
| HALPERIN, JEFFREY PAUL | INTERNAL DIRECTOR | 2899327 |
| LOWE, MOIRA CRONAN | PRESIDENT / CEO / INTERNAL DIRECTOR | 4076427 |
| MOORE, GIDEON CLOYES | CHIEF LEGAL OFFICER | 7011735 |
| SADOWSKI, ADAM MARK | ASSISTANT VICE PRESIDENT | 4578505 |
| SIINO, KATHERINE MARY | AVP & CHIEF COMPLIANCE OFFICER | 1666402 |
| TOMKO, CHRISTINE | CFO, PFO, POO | 6989991 |
| VIETRI, MICHAEL JOSEPH | INTERNAL DIRECTOR | 1068983 |
Red Flags
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