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David B. Miller

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CRD#: 2666188
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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 Brian Miller was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1995. David had worked at 5 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

May 10, 2001 - June 8, 2001

CLARK STREET CAPITAL, INC.

BD
CRD#: 38304
LEVITTOWN, NY
Past

December 18, 1998 - May 9, 2001

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

January 9, 1998 - November 19, 1998

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

October 3, 1996 - December 16, 1997

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

April 26, 1996 - October 15, 1996

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

December 12, 1995 - April 30, 1996

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
NEW YORK, NY

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: 11/1/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 7/24/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/15/1999
General Securities Principal Examination

Current Firm


CS
CLARK STREET CAPITAL, INC.
CLARK STREET CAPITAL, INC.

CRD#: 38304 / SEC#: , 8-48222

BD
Terminated by SEC on 12/14/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/16/1995
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FAM HOLDINGS, LLC.SHAREHOLDER
EXECUTEDIRECT.COMSHAREHOLDER
ALFONSI, MARCOPRESIDENT, VICE-PRESIDENT
COLEMAN, JAMES STUARTOPTIONS PRINCIPAL/CROP1211212
FUSCO, MARYANNFINANCIAL OPERATIONS PRINCIPAL867065
HOLTMEYER, ANDREW WALTERSECRETARY

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


CLARK STREET CAPITAL, INC.

CRD#: 38304

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