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BD

Benjamin J. Davey

WEDBUSH SECURITIES
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 2516778
BD

Professional summary


Benjamin John Davey, who also goes by Ben Davey, is a registered financial professional currently at WEDBUSH SECURITIES INC. located in San Francisco, California and WEDBUSH & CO., LLC located in San Francisco, California.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 1997. Benjamin has worked at 7 firms and has passed the Series 63, Series 99TO, Series 82TO, Series 79TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ben Davey

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 Benjamin John Davey's 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

March 2, 2009 - Present

WEDBUSH SECURITIES INC.

Office #1: 600 Montgomery Street 29th Floor, San Francisco, CA 94111
RIA
BD
CRD#: 877
San Francisco, CA
Current

January 30, 2024 - Present

WEDBUSH & CO., LLC

Office #1: 600 Montgomery Street 29th Floor, San Francisco, CA 94111
BD
CRD#: 328492
San Francisco, CA
Past

October 4, 2007 - July 8, 2009

PACIFIC GROWTH EQUITIES, LLC

BD
CRD#: 24835
SAN FRANCISCO, CA
Past

October 15, 2004 - September 25, 2007

THINKEQUITY LLC

BD
CRD#: 44274
SAN FRANCISCO, CA
Past

February 2, 2001 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

February 1, 2000 - January 30, 2002

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

April 1, 1999 - February 1, 2000

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

February 25, 1999 - March 19, 1999

HAMBRECHT & QUIST LLC

BD
CRD#: 940
Past

January 10, 1997 - February 24, 1999

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA

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
Arizona
(1/3/2022)
RR
California
(3/2/2009)
RR
Colorado
(7/9/2021)
RR
Connecticut
(7/9/2021)
RR
District of Columbia
(3/13/2024)
RR
Florida
(1/3/2022)
RR
Georgia
(7/9/2021)
RR
Illinois
(7/9/2021)
RR
Indiana
(7/9/2021)
RR
Maryland
(7/9/2021)
RR
Massachusetts
(7/9/2021)
RR
Michigan
(7/9/2021)
RR
Minnesota
(7/9/2021)
RR
New Jersey
(7/9/2021)
RR
New York
(7/9/2021)
RR
North Carolina
(7/14/2021)
RR
Pennsylvania
(7/9/2021)
RR
Tennessee
(4/26/2024)
RR
Texas
(7/9/2021)
RR
Utah
(1/3/2022)
RR
Virginia
(1/3/2022)
RR
Washington
(7/9/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/29/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 2/17/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/9/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/20/2004
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


W&
WEDBUSH & CO., LLC
WEDBUSH & CO., LLC

CRD#: 328492 / SEC#: , 8-71158

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
142 West 57th Street 12th Floor, New York, NY, 10019
Mailing Address
142 West 57th Street 12th Floor, New York, NY, 10019
Phone number
(212) 931-7088
Established
Delaware since 06/23/2021
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (20 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
WEDBUSH FINANCIAL SERVICES, LLCSOLE MEMBER
BILLINGS, DANIEL ERICMANAGER4568232
BULGER, MARK ANDREWCCO5063497
DEMPSEY, FRANCIS BURKEPRESIDENT2428325
DRUCH, ANDREW WALTERMANAGER AND GENERAL COUNSEL1688071
HULTGREN, DONALD WAYNEMANAGER1475369
KIRKMAN, SAMANTHACFO, PFO, COO & POO6892438
WEDBUSH, GARY LANCEMANAGER2234455

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


WEDBUSH & CO., LLC

CRD#: 328492San Francisco, CA 94111

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