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David Julian Theusch

CRD# 2609781·Registered 1995 - 2008
Previously Registered: Being a previously registered professional could mean that David 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.

Professional Summary

David Julian Theusch was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1995 - 2008. David had worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

INLAND NATIONAL SECURITIES, INC.·CRD# 38956
BD
Minot, ND
September 8, 1995 - January 22, 2008
NORTHEAST CAPITAL MANAGEMENT, INC.·CRD# 28956
BD
Wilkes-barre, PA
July 26, 1995 - August 1, 1995
THE CAMELOT GROUP, INC.·CRD# 31091
BD
Ft Lauderdale, FL
June 2, 1995 - October 10, 1995

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Current Firm

IN
INLAND NATIONAL SECURITIES, INC.

INLAND NATIONAL SECURITIES, INC.

CRD#: 38956 / SEC#: 8-48480
BD
Terminated by SEC on 03/23/2008

Contact Information

Established

North Dakota since 04/01/1975

Firm Type

Corporation

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
THEUSCH, DAVID JULIANCEO2609781
THEUSCH, KEITH DAVIDCFO2405223
ODELL, JAMES RALPHSHAREHOLDER2642715
ODELL, JEFFREY ROGERSHAREHOLDER2642714
ODELL, JOANN DORRASHAREHOLDER2642719
ODELL, JULIE BETHSHAREHOLDER2642717

Disclosures

Regulatory Event

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1995About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jun 1995About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 1995About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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