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DA

David G. Apetz

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CRD#: 1812697
DA

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 G Apetz, who also goes by David Griffiths Apetz, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1988. David had worked at 12 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Griffiths Apetz

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

June 5, 2012 - September 25, 2012

CALDWELL INTERNATIONAL SECURITIES

BD
CRD#: 104323
NASSAU,
Past

June 20, 2003 - July 29, 2003

NEW YORK GLOBAL SECURITIES, INC.

BD
CRD#: 46429
NEW YORK, NY
Past

July 2, 2001 - July 26, 2001

GRAYSON FINANCIAL LLC

BD
CRD#: 11764
RED BANK, NJ
Past

October 27, 2000 - December 18, 2000

POST-LANE & CO., LLC

BD
CRD#: 46043
NEW YORK, NY
Past

May 31, 2000 - June 5, 2000

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

August 19, 1998 - May 30, 2000

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

August 6, 1998 - August 24, 1998

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

May 19, 1998 - August 27, 1998

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

January 7, 1998 - April 24, 1998

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

October 21, 1997 - January 9, 1998

FIRST METROPOLITAN SECURITIES, INC.

BD
CRD#: 7594
NEW YORK, NY
Past

January 17, 1997 - October 24, 1997

SHAMUS GROUP, INC.

BD
CRD#: 5036
Past

February 3, 1995 - February 19, 1997

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

June 2, 1993 - February 2, 1995

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY
Past

April 19, 1988 - June 9, 1988

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 6/22/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CI
CALDWELL INTERNATIONAL SECURITIES
ADAMS WEALTH MANAGEMENT | CALDWELL INTERNATIONAL SECURITIES CORPORATION | CALDWELL INTERNATIONAL SECURITIES | BRENNAN AND ASSOCIATES, INC.

CRD#: 104323 / SEC#: , 8-52771

BD
Cancelled by SEC on 09/28/2017
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Contact information


Main Address
Fischer, TX
Mailing Address
Phone number
Established
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
JACOBS, PAUL JOSEPHCCO, FINOP4658235

Disclosures


Regulatory Event8
Arbitration1

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


CALDWELL INTERNATIONAL SECURITIES

CRD#: 104323

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