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DW

David T. Wong

MIZUHO SECURITIES USA LLC
NEW YORK, NY 10020
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CRD#: 4245078
DW

Professional summary


David Tai Wai Wong, who also goes by David T Wong, is a registered financial professional currently at MIZUHO SECURITIES USA LLC located in New York, New York and MIZUHO SECURITIES CANADA INC. located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2012. David has worked at 6 firms and has passed the SIE, Series 99 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David T Wong

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 Tai Wai Wong'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

January 7, 2020 - Present

MIZUHO SECURITIES USA LLC

Office #1: 1271 Avenue Of The Americas, New York, NY 10020
BD
CRD#: 19647
NEW YORK, NY
Current

October 6, 2020 - Present

MIZUHO SECURITIES CANADA INC.

Office #1: 1271 Avenue Of The Americas Floors 2,3,4,18,19, New York, NY 10020
BD
CRD#: 300059
NEW YORK, NY
Current

October 30, 2024 - Present

CSP SECURITIES, LP

Office #1: 1271 Avenue Of The Americas, New York, NY 10020
BD
CRD#: 136941
New York, NY
Past

September 6, 2017 - January 10, 2020

MUFG AMERICAS CORPORATE ADVISORY, INC.

BD
CRD#: 10151
New York, NY
Past

October 15, 2013 - January 10, 2020

MUFG SECURITIES AMERICAS INC.

BD
CRD#: 19685
NEW YORK, NY
Past

May 24, 2012 - October 8, 2013

JEFFERIES LLC

BD
CRD#: 2347
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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 5/23/2012
Operations Professional Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CS
CSP SECURITIES, LP
CSP SECURITIES, LP

CRD#: 136941 / SEC#: , 8-67051

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


Main Address
13355 Noel Road Suite 1600, Dallas, TX 75240
Mailing Address
13355 Noel Road Suite 1600, Dallas, TX 75240
Phone number
(972) 980-5800
Established
Delaware since 05/21/2001
Firm type
Partnership
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CAPSTONE PARTNERS, L.P.LIMITED PARTNER
CAPSTONE PARTNERS GP, LLCGENERAL PARTNER
DENIGER, CLAYTON KEVINGENERAL PRINCIPAL5000949
HARGIS, TIFFANY DAECHIEF COMPLIANCE OFFICER2931402
WONG, DAVID TMANAGING DIRECTOR/CHIEF FINANCIAL OFFICER/FINOP/PRINCIPAL FINANCIAL OFFICER4245078

Red Flags


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Company Information


CSP SECURITIES, LP

CRD#: 136941New York, NY 10020

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