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DR

David C. Ridenhour

WILSON-DAVIS & CO.
Salt Lake City, UT 84101-2104
Some features on this profile are disabled
CRD#: 2501972
DR

Professional summary

David Craig Ridenhour, who also goes by Craig Ridenhour, is a registered financial professional currently at WILSON-DAVIS & CO., INC. located in Salt Lake City, Utah.

David is registered as a RR (Registered Representative) and started their career in finance in 1994. David has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, Series 79TO, SIE, Series 31, Series 7, Series 53, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Craig Ridenhour

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) - BD

Click below to view David Craig Ridenhour's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 10, 2024 - Present

WILSON-DAVIS & CO., INC.

Office #1: 236 South Main Street, Salt Lake City, UT 84101-2104
BD
CRD#: 3777
Salt Lake City, UT
Past

January 26, 2017 - May 31, 2024

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
LITTLE SILVER, NJ
Past

December 3, 2008 - November 28, 2016

HALEN CAPITAL

RIA
CRD#: 135966
CLEARWATER, FL
Past

November 14, 2008 - February 8, 2017

HALEN CAPITAL

BD
CRD#: 135966
CLEARWATER, FL
Past

June 27, 2003 - November 18, 2008

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
CLEARWATER, FL
Past

October 18, 2002 - June 25, 2003

CHOREO, LLC

RIA
CRD#: 111221
CLEARWATER, FL
Past

August 17, 1994 - November 18, 2008

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
CLEARWATER, FL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(10/30/2024)
RR
California
(4/1/2025)
RR
Delaware
(8/13/2024)
RR
Florida
(8/13/2024)
RR
Georgia
(8/13/2024)
RR
Illinois
(1/21/2025)
RR
Michigan
(1/9/2025)
RR
Nevada
(8/13/2024)
RR
New Jersey
(8/27/2024)
RR
New York
(8/22/2024)
RR
Puerto Rico
(7/3/2025)
RR
Utah
(1/21/2025)
RR
Wyoming
(4/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/3/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/7/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/16/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/27/2009
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/23/2009
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/14/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

W&
WILSON-DAVIS & CO., INC.
WILSON-DAVIS & CO., INC.

CRD#: 3777 / SEC#: , 8-14299

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
236 South Main Street, Salt Lake City, UT 84101-2104
Mailing Address
P.o. Box 11587, Salt Lake City, UT 84147-0587
Phone number
(801) 532-1313
Established
Utah since 11/12/1968
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ATLASCLEAR HOLDINGS, INC.OWNER
EGGERTZ, LINCOLN TYLERCHIEF COMPLIANCE OFFICER | CHIEF AML COMPLIANCE OFFICER7336125
LOSSER, JANA MARIEPRINCIPAL OPERATIONS OFFICER4562682
SIME, JEFFREY NORMANPRINCIPAL FINANCIAL OFFICER1554798
SIME, JEFFREY NORMANCEO1554798

Disclosures

Regulatory Event57
Arbitration1

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

WILSON-DAVIS & CO., INC.

CRD#: 3777Salt Lake City, UT 84101-2104

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