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DB

David R. Biede

Some features on this profile are disabled
CRD#: 4258630
DB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David R Biede was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2000. David had worked at 4 firms and has passed the Series 66 and Series 7 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)

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

November 24, 2010 - October 31, 2012

CENTERRE CAPITAL LLC

BD
CRD#: 148091
WEST DES MOINES, IA
Past

September 9, 2003 - November 4, 2009

SPC

RIA
CRD#: 110692
URBANDALE, IA
Past

March 4, 2003 - November 4, 2009

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
URBANDALE, IA
Past

October 12, 2000 - February 26, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
RR
IAR
Series 66
Date: 11/2/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/11/2000
General Securities Representative Examination

Current Firm

CC
CENTERRE CAPITAL LLC
CENTERRE CAPITAL LLC

CRD#: 148091 / SEC#: , 8-67960

BD
Terminated by SEC on 04/29/2017
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Contact information

Main Address
Mailing Address
Phone number
Established
Missouri since 05/26/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
HOFF, DAVID MICHAELPRESIDENT, MANAGING MEMBER1058737
CHRISTY, ZEONIA MARIECCO4067924
JEHLE, JEANNE ANNFINOP4885198

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

CENTERRE CAPITAL LLC

CRD#: 148091

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