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DM

David M. Mattison

TRADELINK SECURITIES
MIAMI, FL 33132
Some features on this profile are disabled
CRD#: 4138256
DM

Professional summary

David Matthew Mattison is a registered financial professional currently at TRADELINK SECURITIES, LLC located in Miami, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 2000. David has worked at 4 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 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 Matthew Mattison'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

September 4, 2007 - Present

TRADELINK SECURITIES, LLC

Office #1: New World Tower 100 N. Biscayne Blvd Suite 1315, Miami, FL 33132
BD
CRD#: 131341
MIAMI, FL
Past

January 19, 2001 - September 13, 2007

GIRARD SECURITIES, INC.

BD
CRD#: 18697
SAN JUAN CAPRISTRANO, CA
Past

January 6, 2001 - January 24, 2001

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

March 2, 2000 - January 27, 2001

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ

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: 5/13/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 9/29/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 3/1/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

TS
TRADELINK SECURITIES, LLC
TRADELINK SECURITIES, LLC

CRD#: 131341 / SEC#: , 8-66452

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

Main Address
New World Tower 100 N. Biscayne Blvd Suite 1315, Miami, FL 33132
Mailing Address
New World Tower 100 N. Biscayne Blvd Suite 1315, Miami, FL 33132
Phone number
(844) 528-8430
Established
Delaware since 03/19/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
TRIPLETAIL CAPITAL MANAGEMENT LPOWNER
FELDBERG, MARKCHAIRMAN4290985
FELDBERG, MARKMANAGER (OF TLS ADVISORS LLC)4290985
LIDEL, JENNIFER ANNPRESIDENT & PRINCIPAL OPERATIONS OFFICER2898591
MOECKLER, HARLAN JAYCFO-FINOP AND PRINCIPAL FINANCIAL OFFICER1243848
REGAS, TERRY JOHNCHIEF COMPLIANCE OFFICER-CROP/SROP2258786
TLS ADVISORS LLCMANAGER

Disclosures

Regulatory Event5

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

TRADELINK SECURITIES, LLC

CRD#: 131341Miami, FL 33132

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