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DS

David C. Sorrells

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CRD#: 2950510
DS

Professional summary


David Charles Sorrells was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, David had worked at 8 firms, which includes FOOTHILL SECURITIES INC., CUE FINANCIAL GROUP INC., J.P. TURNER & COMPANY L.L.C., FIRST FOUNDERS SECURITIES INC., STONEX SECURITIES INC., WILBANKS SECURITIES INC., UNITED SECURITIES ALLIANCE INC., WMA SECURITIES INC..

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

August 3, 2009 - April 12, 2010

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
SCOTTSDALE, AZ
Past

April 14, 2009 - August 3, 2009

CUE FINANCIAL GROUP, INC.

BD
CRD#: 21033
SCOTTSDALE, AZ
Past

October 31, 2008 - April 14, 2009

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
SCOTTSDALE, AZ
Past

June 18, 2004 - October 31, 2008

FIRST FOUNDERS SECURITIES, INC.

BD
CRD#: 128624
SCOTTSDALE, AZ
Past

December 11, 2002 - June 18, 2004

STONEX SECURITIES INC.

BD
CRD#: 18456
BIRMINGHAM, AL
Past

February 19, 2002 - December 31, 2002

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
OKLAHOMA CITY, OK
Past

August 7, 2000 - March 5, 2002

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past

October 30, 1997 - August 2, 2000

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

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
IAR
Series 65
Date: 12/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FOOTHILL SECURITIES, INC.
FOOTHILL SECURITIES, INC.

CRD#: 1027 / SEC#: 801-57293, 8-11117

BD
Terminated by SEC on 02/13/2017
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Contact information


Main Address
2900 Lakeside Drive Suite 100, Santa Clara, CA 95054
Mailing Address
Phone number
Established
California since 10/11/1962
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
CHIPMAN, STEPHEN HENRYPRESIDENT AND CEO1062136
CUE FINANCIAL GROUPSHAREHOLDER
KRESGE, RODNEYCCO2611596
WHITE, KARYN MARIEFINOP/CFO1628494

Disclosures


Regulatory Event5
Arbitration1

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


FOOTHILL SECURITIES, INC.

CRD#: 1027

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