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David W. Dube

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CRD#: 3041983
DD

Professional summary


David William Dube was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial advisor and started their career in finance in 1998. Prior to being barred, David had worked at 4 firms, which includes PEAK WEALTH OPPORTUNITIES LLC, PEAK SECURITIES CORPORATION, COMPASS SECURITIES CORPORATION, FAB SECURITIES OF AMERICA INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David W Dube

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 23, 2007 - December 31, 2009

PEAK WEALTH OPPORTUNITIES, LLC

RIA
CRD#: 144931
LARGO, FL
Past

June 28, 2007 - December 31, 2009

PEAK SECURITIES CORPORATION

RIA
CRD#: 107907
LARGO, FL
Past

October 24, 2002 - February 16, 2010

PEAK SECURITIES CORPORATION

BD
CRD#: 107907
LARGO, FL
Past

February 23, 2000 - December 31, 2000

COMPASS SECURITIES CORPORATION

BD
CRD#: 16168
BRAINTREE, MA
Past

August 24, 1998 - September 2, 1999

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, 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
IAR
Series 65
Date: 6/25/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/1998
General Securities Principal Examination

Current Firm


PW
PEAK WEALTH OPPORTUNITIES, LLC
PEAK WEALTH OPPORTUNITIES, LLC

CRD#: 144931 / SEC#: 801-68410

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Contact information


Main Address
10225 Ulmerton Road Suite 3 D, Largo, FL 33771
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


PEAK WEALTH OPPORTUNITIES, LLC

CRD#: 144931

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