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CF

Cullen D. Factor

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CRD#: 2569145
CF

Professional summary


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

Cullen is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Cullen had worked at 14 firms, which includes WESTERN INTERNATIONAL SECURITIES INC., BRILL SECURITIES INC., CLARK STREET CAPITAL INC., ROYAL HUTTON SECURITIES CORP., GUNNALLEN FINANCIAL INC, HD BROUS & CO. INC., ROBERT THOMAS SECURITIES INC, DUKE & CO. INC., MEYERS POLLOCK ROBBINS INC., JARON EQUITIES CORP., TASIN & COMPANY INC., AGS FINANCIAL SERVICES INC., STUART COLEMAN & CO. INC., WELLS FARGO ADVISORS FINANCIAL NETWORK LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David James Biberman | David Biberman | Cullen Austin Factor

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

October 15, 2015 - December 13, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
WELLESLEY HILLS, MA
Past

August 18, 2009 - October 29, 2015

BRILL SECURITIES, INC.

BD
CRD#: 18565
Newton, MA
Past

June 6, 2001 - October 16, 2008

BRILL SECURITIES, INC.

BD
CRD#: 18565
PHILADELPHIA, PA
Past

May 7, 2001 - June 8, 2001

CLARK STREET CAPITAL, INC.

BD
CRD#: 38304
LEVITTOWN, NY
Past

November 2, 1998 - May 4, 2001

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

April 16, 1998 - November 9, 1998

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

January 20, 1998 - April 20, 1998

HD BROUS & CO., INC.

BD
CRD#: 22062
GREAT NECK, NY
Past

November 21, 1997 - January 27, 1998

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

November 4, 1996 - October 31, 1997

DUKE & CO., INC.

BD
CRD#: 8035
NEW YORK, NY
Past

October 22, 1996 - January 14, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

October 2, 1996 - October 22, 1996

JARON EQUITIES CORP.

BD
CRD#: 5764
HICKSVILLE, NY
Past

March 6, 1996 - August 1, 1996

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, NY
Past

February 21, 1996 - March 5, 1996

AGS FINANCIAL SERVICES, INC.

BD
CRD#: 38006
CHICAGO, IL
Past

December 11, 1995 - February 28, 1996

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

November 1, 1995 - December 13, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

March 29, 1995 - November 10, 1995

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO

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: 4/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WI
WESTERN INTERNATIONAL SECURITIES, INC.
WESTERN INTERNATIONAL SECURITIES | WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262 / SEC#: 801-68953, 8-48572

BD
Terminated by SEC on 10/11/2025
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Contact information


Main Address
70 South Lake Avenue Suite 700, Pasadena, CA 91101
Mailing Address
Phone number
(888) 793-7717
Established
Colorado since 04/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
407

FINRA licenses (5 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

WIS FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
CONCEPT BROKERAGE HOLDING CORPORATIONHOLDING COMPANY
MORRISSEY, WILLIAM PAULPRESIDENT1575389
SIMONSON, MARY KATHRYNCHIEF COMPLIANCE OFFICER1297398
TYMKIW, TRISHA LYNNFINOP3197368

Regulatory assets under management


Total Number of Accounts10,904
AUM (Assets Under Management)$ 3,512,564,746

Disclosures


Regulatory Event15
Civil Event1
Arbitration5

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/05/2024
Cover Page
06/28/2024

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


WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

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