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DB

David O. Braeger

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CRD#: 2137240
DB

Professional summary


David Oscar Braeger was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, David had worked at 15 firms, which includes MIDTOWN PARTNERS, ARQUE CAPITAL LTD., ACCELERATED CAPITAL GROUP, NEWPORT COAST SECURITIES INC., BROOKSTREET SECURITIES CORPORATION, BOLTON GLOBAL CAPITAL, A. G. EDWARDS & SONS INC., LEGG MASON WOOD WALKER INCORPORATED, SANDERS MORRIS LLC, RAYMOND JAMES & ASSOCIATES INC., WELLS FARGO CLEARING SERVICES LLC, MESIROW FINANCIAL INC., J.P. MORGAN SECURITIES LLC, UBS FINANCIAL SERVICES INC., MCLAUGHLIN PIVEN VOGEL SECURITIES INC..

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

January 7, 2014 - July 23, 2014

MIDTOWN PARTNERS

BD
CRD#: 104223
LAND O LAKES, FL
Past

May 9, 2012 - February 28, 2013

ARQUE CAPITAL, LTD.

BD
CRD#: 121192
GARDENA, CA
Past

January 12, 2012 - May 15, 2012

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
IRVINE, CA
Past

October 8, 2008 - January 30, 2012

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
IRVINE, CA
Past

February 25, 2003 - May 18, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
MEQUON, WI
Past

April 3, 2002 - November 27, 2002

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

December 7, 2001 - April 5, 2002

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

June 8, 2001 - November 20, 2001

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

July 31, 2000 - June 26, 2001

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

December 17, 1999 - August 16, 2000

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

December 16, 1998 - February 4, 2000

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

March 19, 1997 - December 18, 1998

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 18, 1995 - April 18, 1997

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

January 10, 1994 - July 21, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

April 13, 1992 - January 20, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

March 12, 1992 - April 6, 1992

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

BD
CRD#: 7404
NEW YORK, NY

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: 10/24/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/20/2009
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MP
MIDTOWN PARTNERS
CB CAPITAL LLC | MIDTOWN PARTNERS & CO., LLC | MIDTOWN PARTNERS | MIDTOWN | INNOVATION CAPITAL LLC | FUNDITNATION.COM | CROSSBOW CAPITAL LLC

CRD#: 104223 / SEC#: , 8-52685

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/30/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
APOGEE FINANCIAL INVESTMENTS, INC.OWNER
INDIA GLOBALIZATION CAPITAL, INC.MEMBER

Disclosures


Regulatory Event6

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


MIDTOWN PARTNERS

CRD#: 104223

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