David T. Machemehl

ASSET MANAGEMENT

Plano, TX

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CRD#: 2293993

Professional summary

David Todd Machemehl is a registered financial advisor currently at ASSET MANAGEMENT CORPORATION located in Plano, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 7 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view David Todd Machemehl's CRS (Customer Relationship Summary).

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 26, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

June 20, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

DALLAS, TX

Past

February 13, 1998 - June 29, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

January 2, 1998 - February 26, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

May 12, 1993 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(11/13/2018)

IAR

Texas
(3/12/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/29/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 3/29/2001

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/11/1993

General Securities Representative Examination

Current Firm

ASSET MANAGEMENT CORPORATION

ASSET MANAGEMENT CORP | ASSET MANAGEMENT CORPORATION

CRD#: 105967 / SEC#: 801-16194

RIA

Registered Investment Advisory firm - (11/21/2017 Terminated)

Kentucky

Registered Investment Advisory firm - (11/20/2017 Approved)

Texas

Registered Investment Advisory firm - (3/12/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Frisco, TX

Mailing Address

3948 Legacy Drive Suite #106-391, Plano, TX 75023-8600

Phone number

(972) 608-8804

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 99,543,563

Red Flags

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

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David T. Machemehl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Todd Machemehl's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRISPIAN VENTURE CAPITAL, LLC

ASSET MANAGEMENT CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

J.C. BRADFORD & CO.

DAIN RAUSCHER INCORPORATED

RAUSCHER PIERCE REFSNES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1999

Series 63

Date: 5/14/1993

Series 3

Date: 3/29/2001

Series 7

Date: 5/11/1993

Current Firm

ASSET MANAGEMENT CORPORATION

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASSET MANAGEMENT CORPORATION

TRUST BUT VERIFY

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