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DB

David F. Baugh

SPIDERROCK EXS
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4056573
DB

Professional summary


David Franklin Baugh is a registered financial professional currently at SPIDERROCK EXS, LLC located in Chicago, Illinois.

David is registered as a RR (Registered Representative) and started their career in finance in 1999. David has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 3, Series 24 and Series 4 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 Franklin Baugh'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

April 8, 2019 - Present

SPIDERROCK EXS, LLC

Office #1: 300 S. Riverside Plaza Suite 2350, Chicago, IL 60606
BD
CRD#: 148743
Chicago, IL
Past

January 7, 2015 - October 30, 2017

SUMO CAPITAL, LLC

BD
CRD#: 146310
CHICAGO, IL
Past

November 5, 2010 - April 17, 2013

MATRIX EXECUTIONS, LLC

BD
CRD#: 38455
CHICAGO, IL
Past

November 17, 2004 - August 10, 2005

E*TRADE SECURITIES LLC

BD
CRD#: 29106
JERSEY CITY, NJ
Past

October 30, 2003 - November 1, 2004

STOCKS 4 LESS, INC.

BD
CRD#: 42666
SHERMAN OAKS, CA
Past

August 7, 2002 - October 30, 2003

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

July 26, 2000 - August 13, 2002

SHARE KING, LLC

BD
CRD#: 33150
SAN FRANCISCO, CA
Past

November 8, 1999 - August 1, 2000

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, 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
Illinois
(5/16/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 8/1/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/23/2011
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SE
SPIDERROCK EXS, LLC
SPIDERROCK EXS, LLC

CRD#: 148743 / SEC#: , 8-68062

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


Main Address
300 S. Riverside Plaza Suite 2350, Chicago, IL 60606
Mailing Address
300 S. Riverside Plaza Suite 2350, Chicago, IL 60606
Phone number
(312) 256-9605
Established
Illinois since 07/30/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SPIDERROCK TECHNOLOGY SOLUTIONS, LLCHOLDING COMPANY
JONES, KARL JOSEPHCHIEF COMPLIANCE OFFICER, AML OFFICER, POO4572443
MORTON, CHARMAINE DONNACFO, FINOP, PFO5874879
PAPA, GEORGE ORSONCEO2595217
RASCHKE, ERIK EDWARDROP4485577

Disclosures


Regulatory Event3

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SPIDERROCK EXS, LLC

CRD#: 148743Chicago, IL 60606

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