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DG

David M. Garrity

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CRD#: 1905680
DG

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 Matthew Garrity, who also goes by David M Garrity, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1989. David had worked at 13 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David M Garrity

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 28, 2017 - July 9, 2018

VENTURE.CO BROKERAGE SERVICES LLC

BD
CRD#: 173924
BURLINGTON, VT
Past

December 8, 2009 - June 23, 2017

WHITEMARSH CAPITAL ADVISORS

BD
CRD#: 127373
MARLTON, NJ
Past

November 10, 2006 - July 15, 2008

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

April 26, 2006 - September 18, 2006

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

October 6, 2005 - April 6, 2006

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

February 6, 2004 - June 30, 2005

CARIS & COMPANY, INC.

BD
CRD#: 104235
SAN DIEGO, CA
Past

September 4, 2002 - February 23, 2004

BROADPOINT AMTECH, INC.

BD
CRD#: 121456
GREENWICH, CT
Past

May 7, 2002 - September 10, 2002

HOTOVEC, POMERANZ & CO., LLC

BD
CRD#: 41178
SAN FRANCISCO, CA
Past

July 31, 1999 - November 13, 2001

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

December 23, 1997 - September 9, 1998

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

December 14, 1995 - December 19, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 11, 1993 - July 8, 1994

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

May 7, 1990 - March 12, 1992

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

June 20, 1989 - April 4, 1990

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, 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
Series 63
Date: 12/7/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


VB
VENTURE.CO BROKERAGE SERVICES LLC
DESIGNBOOK CAPITAL LLC | VENTURE.CO BROKERAGE SERVICES LLC | VENTURE.CO

CRD#: 173924 / SEC#: , 8-69560

BD
Terminated by SEC on 03/31/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/10/2014
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VENTURECO HOLDINGS INC.MEMBER
POLLAK, AARON JAMESONMANAGER, CEO, CCO6430091
VIENS, NICHOLAS DEGANPRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP7165594

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


VENTURE.CO BROKERAGE SERVICES LLC

CRD#: 173924

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