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David M. Mccubbins

NEWEDGE SECURITIES
St. Louis, MO 63127
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CRD#: 2742481
DM

Professional summary


David Michael Mccubbins, who also goes by Dave Mccubbins, is a registered financial professional currently at NEWEDGE SECURITIES, LLC located in St. Louis, Missouri.

David is registered as a RR (Registered Representative) and started their career in finance in 1999. David has worked at 9 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 31, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Mccubbins

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 David Michael Mccubbins's CRS (Customer Relationship Summary).
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

May 1, 2012 - Present

NEWEDGE SECURITIES, LLC

Office #1: 10777 Sunset Hills Office Drive Suite 315b, St. Louis, MO 63127
BD
CRD#: 10674
St. Louis, MO
Past

October 1, 2011 - February 29, 2012

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
GENEVA, IL
Past

May 2, 2008 - September 30, 2011

SUNGARD INSTITUTIONAL BROKERAGE INC.

BD
CRD#: 8509
ST. LOUIS, MO
Past

April 2, 2008 - May 7, 2008

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO
Past

August 29, 2007 - November 13, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
SUNSET HILLS, MO
Past

July 18, 2000 - May 1, 2006

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

February 18, 2000 - August 2, 2000

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

June 15, 1999 - January 6, 2000

HUNTLEIGH SECURITIES CORPORATION

BD
CRD#: 7456
ST. LOUIS, MO
Past

January 1, 1999 - May 10, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Georgia
(2/18/2015)
RR
Missouri
(5/1/2012)
RR
New Hampshire
(8/13/2015)
RR
Ohio
(3/17/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/15/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/7/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 31
Date: 1/19/1999
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


NS
NEWEDGE SECURITIES, LLC
MID ATLANTIC CAPITAL CORPORATION | NEWEDGE SECURITIES, LLC | NEWEDGE SECURITIES, INC. | NEWEDGE SECURITIES LLC | MID ATLANTIC SECURITIES CORPORATION | MID ATLANTIC CAPITAL SECURITIES

CRD#: 10674 / SEC#: , 8-27663

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


Main Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-6368
Mailing Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-6368
Phone number
(412) 391-7077
Established
Pennsylvania since 12/14/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
NEWEDGE CAPITAL GROUP, LLCSHAREHOLDER
BANCO, JOSEPH FRANKLIN JRPRINCIPAL FINANCIAL OFFICER AND CFO2850198
CHAFFEE, HAROLD GERARDCHIEF COMPLIANCE OFFICER2905661
FONG, SARAH FVICE PRESIDENT2937709
JENKINS, WILLIAM HENRYMANAGING DIRECTOR - SUPERVISION3004337
SCHNIER, DAVID JASONGENERAL COUNSEL AND SECRETARY5110928
SESLER, JEAN ANNPRINCIPAL OPERATIONS OFFICER1809578
SMITH, KYLE PETERPRESIDENT2142563

Disclosures


Regulatory Event9
Civil Event2
Arbitration3

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


NEWEDGE SECURITIES, LLC

CRD#: 10674St. Louis, MO 63127

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