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David M. Khalilzad

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CRD#: 1941364
DK

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

David is a previously registered financial professional and started their career in finance in 1989. David had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Khalilzad

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

July 24, 1998 - February 20, 2007

GENEVA CAPITAL CORP.

BD
CRD#: 43747
NEW YORK, NY
Past

April 22, 1998 - July 28, 1998

GRADY AND HATCH & COMPANY, INC.

BD
CRD#: 14262
STATEN ISLAND, NY
Past

February 14, 1995 - April 9, 1998

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY
Past

November 23, 1993 - February 10, 1995

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

May 12, 1992 - December 3, 1993

REICH & CO., INC.

BD
CRD#: 19611
Past

September 19, 1989 - April 23, 1992

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 19, 1989 - September 19, 1989

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

April 8, 1989 - June 15, 1989

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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: 7/24/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/27/1998
General Securities Principal Examination

Current Firm


GC
GENEVA CAPITAL CORP.
GENEVA CAPITAL CORP.

CRD#: 43747 / SEC#: , 8-50398

BD
Terminated by SEC on 02/17/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/14/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GENEVA HOLDING CORP.OWNER
CONSUEGRA, JOHNFINANCIAL & OPERATIONS PRINCIPAL1254687
KHALILZAD, DAVID MPRESIDENT, CHAIRMAN, CEO, DIRECTOR1941364

Disclosures


Arbitration1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GENEVA CAPITAL CORP.

CRD#: 43747

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