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DP

David W. Petrie

TEXTURE CAPITAL
NEW YORK, NY 10005
Some features on this profile are disabled
CRD#: 2811871
DP

Professional summary

David Whitefield Petrie, who also goes by David Petrie, is a registered financial professional currently at TEXTURE CAPITAL, INC. located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1997. David has worked at 5 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

David Petrie

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 Whitefield Petrie'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

November 16, 2023 - Present

TEXTURE CAPITAL, INC.

Office #1: 14 Wall Street 20th Floor, New York, NY 10005
BD
CRD#: 300853
NEW YORK, NY
Past

April 22, 2020 - November 8, 2023

CASTLE PLACEMENT, LLC

BD
CRD#: 189511
SYOSSET, NY
Past

September 7, 2011 - August 3, 2018

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

June 5, 1998 - February 2, 2011

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

January 1, 1997 - May 8, 1997

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, 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
New York
(11/16/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 1/21/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/12/2000
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/30/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/16/2008
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TEXTURE CAPITAL, INC.
TEXTURE CAPITAL | TEXTURE CAPITAL, INC.

CRD#: 300853 / SEC#: , 8-70310

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
PREMIUM
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Contact information

Main Address
14 Wall Street 20th Floor, New York, NY 10005
Mailing Address
14 Wall Street 20th Floor, New York, NY 10005
Phone number
(646) 979-8558
Established
Delaware since 11/08/2018
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# 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#
TEXTURE CAPITAL HOLDINGS CORP.HOLDING COMPANY
JOHNSON, RICHARD EDWARDCEO4148076
KRIEWALD, JESSICAFINOP7052634
WISHNIVETSKI, ELICCO4424907

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

TEXTURE CAPITAL, INC.

CRD#: 300853New York, NY 10005

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