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DS

David C. Sheridan

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CRD#: 2380861
DS

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 Chase Sheridan, who also goes by Chase D Sheridan, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1998. David had worked at 3 firms and has passed the SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chase D Sheridan

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

August 17, 2007 - December 5, 2019

RUANE, CUNNIFF & GOLDFARB LLC

BD
CRD#: 130062
NEW YORK, NY
Past

November 20, 2002 - February 20, 2003

ARAGON INVESTMENTS, LTD.

BD
CRD#: 37134
CHICAGO, IL
Past

March 25, 1998 - November 10, 1998

BNP PARIBAS BROKERAGE SERVICES, INC.

BD
CRD#: 31394
KING OF PRUSSIA, PA

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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 1/21/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


RC
RUANE, CUNNIFF & GOLDFARB LLC
RUANE CUNNIFF, LLC | RUANE, CUNNIFF & GOLDFARB LLC

CRD#: 130062 / SEC#: , 8-14702

BD
Terminated by SEC on 02/21/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/03/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RUANE, CUNNIFF & GOLDFARB INC.PARENT
DENNIS, PATRICK LEWISFINOP6583737
SLOYER, MICHAEL NGENERAL COUNSEL & CCO5489166
VALENTI, MICHAEL CHRISTOPHERCEO & PRESIDENT2821021

Disclosures


Regulatory Event4

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


RUANE, CUNNIFF & GOLDFARB LLC

CRD#: 130062

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