David S. Lissek
Professional summary
David Samuel Lissek is a registered financial professional currently at MCINTYRE CAPITAL PARTNERS, LLC located in New York, New York.
David is registered as a RR (Registered Representative) and started their career in finance in 1996. David has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 31 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Samuel Lissek's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2022 - Present
MCINTYRE CAPITAL PARTNERS, LLC
Office #1: 3 Columbus Circle 15th Floor, New York, NY 10019June 6, 2019 - June 14, 2019
WEALTHFORGE SECURITIES, LLC
June 1, 2015 - April 4, 2016
MUNDOVAL CAPITAL MANAGEMENT, INC.
February 9, 2011 - March 28, 2012
INTER SECURITIES LTD.
April 4, 2003 - February 22, 2006
BLACKROCK EXECUTION SERVICES
February 23, 1996 - July 1, 1997
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/17/2022)
(9/26/2022)
(3/28/2024)
(5/2/2024)
(7/24/2024)
(12/1/2022)
(5/1/2024)
Exams
Series 7TO
Date: 9/22/2022
General Securities Representative ExaminationFINRA
Current Firm
MCINTYRE CAPITAL PARTNERS, LLC
CRD#: 148521 / SEC#: , 8-68040
Contact information
FINRA licenses (16 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE MCINTYRE COMPANIES, LLC | MEMBER | |
| MCPHEDRAN, DAVID ALEXANDER | CCO, EXECUTIVE REPRESENTATIVE | 4647596 |
Red Flags
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