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David A. Etzbach

SILVER LEAF PARTNERS
New York, NY 10019
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CRD#: 4514453
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Professional summary


David Allan Etzbach, who also goes by David A Etzbach, is a registered financial professional currently at SILVER LEAF PARTNERS, LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2002. David has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David A Etzbach

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 Allan Etzbach'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 29, 2019 - Present

SILVER LEAF PARTNERS, LLC

Office #1: 3 Columbus Circle Floor 15, New York, NY 10019
BD
CRD#: 126694
New York, NY
Past

August 27, 2013 - October 17, 2018

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
NEW YORK, NY
Past

January 6, 2009 - June 2, 2010

PYRAMIS DISTRIBUTORS CORPORATION LLC

BD
CRD#: 146430
SMITHFIELD, RI
Past

September 16, 2008 - January 30, 2009

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

October 4, 2007 - July 25, 2008

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 15654
NEW YORK, NY
Past

December 1, 2005 - September 24, 2007

FRANKLIN DISTRIBUTORS, LLC

BD
CRD#: 109064
STAMFORD, CT
Past

April 2, 2002 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, 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
Connecticut
(1/29/2019)
RR
New York
(1/30/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 9/24/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SL
SILVER LEAF PARTNERS, LLC
SILVER LEAF PARTNERS, LLC

CRD#: 126694 / SEC#: , 8-65902

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


Main Address
3 Columbus Circle Floor 15, New York, NY 10019
Mailing Address
3 Columbus Circle Floor 15, New York, NY 10019
Phone number
(212) 632-8421
Established
New York since 01/15/2003
Firm type
Limited Liability Company
Fiscal year end
December
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#
KHAN, M. FYZULCEO/CCO/MANAGING MEMBER3103833
LESHER, JAMES ELAMPOO1044046
TAO, BING QINFINOP/PFO6253793

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


SILVER LEAF PARTNERS, LLC

CRD#: 126694New York, NY 10019

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