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DS

David L. Sulkes

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CRD#: 2830623
DS

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 Lee Sulkes, who also goes by David Sulkes, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1997. David had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Sulkes

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

October 16, 2009 - May 11, 2010

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
FORT LAUDERDALE, FL
Past

June 8, 2004 - November 14, 2007

BROAD STREET SECURITIES, INC.

BD
CRD#: 36101
PLANTATION, FL
Past

November 25, 2002 - May 28, 2004

LLOYD, SCOTT & VALENTI, LTD.

BD
CRD#: 23640
AUSTIN, TX
Past

May 10, 2002 - November 22, 2002

INTERNATIONAL SECURITIES CORPORATION

BD
CRD#: 36023
NEW YORK, NY
Past

December 21, 2001 - June 6, 2002

EKN FINANCIAL SERVICES INC.

BD
CRD#: 113525
MELVILLE, NY
Past

October 22, 2001 - December 21, 2001

EHRENKRANTZ KING NUSSBAUM

BD
CRD#: 31140
NEW YORK, NY
Past

September 24, 1999 - October 22, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

September 30, 1998 - October 19, 1999

TASIN & COMPANY, INC.

BD
CRD#: 30709
HAUPPAUGE, NY
Past

February 27, 1998 - September 15, 1998

INTERNATIONAL BOND AND SHARE, INC.

BD
CRD#: 43196
ST. PETERSBURG, FL
Past

October 31, 1997 - March 9, 1998

EISNER SECURITIES, INC.

BD
CRD#: 40585
ST. LOUIS, MO
Past

March 12, 1997 - September 16, 1997

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, 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: 3/18/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WORKMAN SECURITIES CORPORATION
WORKMAN SECURITIES ADVISORY SERVICES | WORKMAN SECURITIES CORPORATION

CRD#: 31898 / SEC#: 801-65758, 8-45573

BD
Terminated by SEC on 12/02/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 12/10/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BDMA, INC.OWNER
GUSTAFSON, TRACY ANNEFINANCIAL & OPERATIONS PRINCIPAL5313898
MAXA, PAUL JACOBCEO, TREASURER, CCO AND CFO2059711
VIETOR, DANA BRUCEPRESIDENT & SECRETARY873129

Disclosures


Regulatory Event5
Arbitration4

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


WORKMAN SECURITIES CORPORATION

CRD#: 31898

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