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David J. Hartness

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CRD#: 4616587
DH

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 John Hartness was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2003. David had worked at 5 firms and has passed the Series 66, SIE 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

March 12, 2016 - September 9, 2016

INVESTMENT SECURITY CORPORATION

BD
CRD#: 47536
CALABASAS, CA
Past

February 12, 2014 - April 7, 2014

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

January 7, 2013 - August 6, 2013

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
AVONDALE, AZ
Past

January 24, 2011 - July 31, 2012

CABIN SECURITIES, INC.

BD
CRD#: 137608
OVERLAND PARK, KS
Past

September 17, 2003 - July 9, 2010

OMNI BROKERAGE, INC.

BD
CRD#: 16878
SAN DIEGO, CA
Past

March 11, 2003 - September 23, 2003

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE

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: 3/1/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IS
INVESTMENT SECURITY CORPORATION
INVESTMENT SECURITY CORPORATION

CRD#: 47536 / SEC#: , 8-51832

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


Main Address
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Mailing Address
24009 Ventura Blvd., Suite 101, Calabasas, CA 91302
Phone number
(818) 225-9529
Established
California since 01/19/1999
Firm type
Corporation
Fiscal year end
November
Firm Size
Small
# of Employees

FINRA licenses (8 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#
LEACH, RICHARD ALANPRESIDENT AND CHIEF COMPLIANCE OFFICER1846766
LANE, NICOLE S.FINANCIAL AND OPERATIONS PRINCIPAL5811589
LUBIN, LEE DAVIDGENERAL COUNSEL4303526

Disclosures


Regulatory Event3

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


INVESTMENT SECURITY CORPORATION

CRD#: 47536

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