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DG

David M. Gesmondi

BELLMARK PARTNERS
BOSTON, MA 02109
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CRD#: 3123435
DG

Professional summary


David Mark Gesmondi is a registered financial professional currently at BELLMARK PARTNERS, LLC located in Boston, Massachusetts.

David is registered as a RR (Registered Representative) and started their career in finance in 1999. David has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

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) - BD


Click below to view David Mark Gesmondi's 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 6, 2011 - Present

BELLMARK PARTNERS, LLC

Office #1: 75 Central Street 4th Floor, Boston, MA 02109Office #2: 75 Central Street 2nd Floor, Boston, MA 02109
BD
CRD#: 155357
BOSTON, MA
Past

February 23, 2006 - June 1, 2009

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

April 16, 2004 - March 21, 2006

COVINGTON ASSOCIATES, LLC

BD
CRD#: 127437
BOSTON, MA
Past

September 5, 2000 - March 31, 2004

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

March 29, 2000 - September 5, 2000

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 6, 1999 - March 31, 2000

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX

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
Massachusetts
(6/2/2011)
RR
Ohio
(5/27/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 12/14/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BP
BELLMARK PARTNERS, LLC
BELLMARK PARTNERS, LLC

CRD#: 155357 / SEC#: , 8-68714

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


Main Address
75 Central Street 2nd Floor, Boston, MA 02109
Mailing Address
75 Central Street 2nd Floor, Boston, MA 02109
Phone number
(617) 574-9900
Established
Delaware since 03/17/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
GESMONDI, DAVID MARKMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, EXEC. REP., AMLCO3123435
VOLLMER, ANDREW RALPHMANAGING DIRECTOR2196519
CONRY, DONNA MARIECFO, FINOP5768367

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


BELLMARK PARTNERS, LLC

CRD#: 155357Boston, MA 02109

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