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DT

David W. Thomas

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CRD#: 445064
DT

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 William Thomas, who also goes by Dave Thomas, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1970. David had worked at 15 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Thomas

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

August 5, 2002 - December 31, 2011

CHAUNER SECURITIES, INC.

BD
CRD#: 10075
NORTHBROOK, IL
Past

May 22, 2000 - January 11, 2002

UNISON CAPITAL GROUP

BD
CRD#: 22519
MOUNTAIN VIEW, CA
Past

May 14, 1996 - March 31, 2000

UNISON CAPITAL GROUP

BD
CRD#: 22519
MOUNTAIN VIEW, CA
Past

November 10, 1995 - April 18, 1996

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

August 5, 1994 - November 10, 1995

UNICORP FINANCIAL GROUP

BD
CRD#: 17644
Past

January 19, 1993 - July 20, 1994

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

June 28, 1989 - December 17, 1992

CROSSROADS SECURITIES, INC.

BD
CRD#: 24466
GOLD RIVER, CA
Past

January 26, 1983 - July 5, 1989

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA
Past

April 2, 1980 - December 3, 1982

THOMAS ASSOCIATES & CO.

BD
CRD#: 8165
Past

March 11, 1980 - April 11, 1980

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
Past

March 10, 1978 - March 22, 1980

PERSHING LLC

BD
CRD#: 7560
Past

February 24, 1978 - March 10, 1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

BD
CRD#: 7554
Past

December 2, 1977 - February 24, 1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

BD
CRD#: 6458
Past

February 25, 1976 - December 9, 1977

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

June 3, 1974 - April 19, 1976

DAVE FRIES AND ASSOCIATES

BD
CRD#: 1917
Past

February 28, 1973 - April 20, 1974

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
Past

December 11, 1970 - April 15, 1973

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

May 25, 1970 - January 7, 1971

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625

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: 8/13/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 6/9/1959
Registered Representative Examination

Current Firm


CS
CHAUNER SECURITIES, INC.
CHAUNER & COTTER, INC. | CHAUNER, GRAVER & ASSOCIATES, INC. | CHAUNER, COTTER & GRAVER, INC. | CHAUNER SECURITIES, INC.

CRD#: 10075 / SEC#: , 8-33980

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


Main Address
666 Dundee Road, Suite 903, Northbrook, IL 60062-2735
Mailing Address
666 Dundee Road, Suite 903, Northbrook, IL 60062-2735
Phone number
(847) 509-8880
Established
Illinois since 04/10/1985
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SARAH C. CYPHERS TRUSTTRUST
CHAUNER, FRANK BYRONVICE PRESIDENT735725
CYPHERS, SARAH C.PRESIDENT, CHIEF COMPLIANCE OFFICER, TRUSTEE4691733

Disclosures


Regulatory Event1

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


CHAUNER SECURITIES, INC.

CRD#: 10075

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