DG
David J. Gunnels
ORCHARD SECURITIES
Pleasant Grove, UT 84062
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CRD#: 4634419
DG
Professional summary
David Jonathan Gunnels is a registered financial professional currently at ORCHARD SECURITIES, LLC located in Pleasant Grove, Utah.
David is registered as a RR (Registered Representative) and started their career in finance in 2004. David has worked at 6 firms and has passed the Series 63, SIE, Series 22 and Series 62 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view David Jonathan Gunnels'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®
NoneExperience
Current
June 2, 2025 - Present
ORCHARD SECURITIES, LLC
Office #1: 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062BD
CRD#: 133378
Pleasant Grove, UT
Past
May 2, 2022 - February 28, 2025
COBALT CAPITAL, INC.
BD
CRD#: 136161
LAKE MARY, FL
Past
January 29, 2020 - May 2, 2022
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
ORLANDO, FL
Past
April 12, 2019 - October 23, 2019
EXCHANGERIGHT SECURITIES, LLC
BD
CRD#: 283430
PASADENA, CA
Past
October 9, 2017 - April 5, 2019
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
FARMERS BRANCH, TX
Past
March 30, 2017 - October 17, 2017
EMERSON EQUITY LLC
BD
CRD#: 130032
SAN MATEO, CA
Past
April 27, 2004 - March 13, 2017
INLAND SECURITIES CORPORATION
BD
CRD#: 15807
OAK BROOK, IL
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
Alabama(6/2/2025)
RR
Arizona(6/2/2025)
RR
Arkansas(6/2/2025)
RR
California(6/2/2025)
RR
Colorado(6/2/2025)
RR
Connecticut(6/2/2025)
RR
Delaware(6/2/2025)
RR
District of Columbia(6/2/2025)
RR
Florida(6/2/2025)
RR
Georgia(6/2/2025)
RR
Idaho(6/2/2025)
RR
Illinois(6/2/2025)
RR
Indiana(6/2/2025)
RR
Iowa(6/2/2025)
RR
Kansas(6/2/2025)
RR
Kentucky(6/2/2025)
RR
Louisiana(6/2/2025)
RR
Maine(6/2/2025)
RR
Maryland(6/2/2025)
RR
Massachusetts(6/2/2025)
RR
Michigan(6/2/2025)
RR
Minnesota(6/2/2025)
RR
Mississippi(6/2/2025)
RR
Missouri(6/2/2025)
RR
Montana(6/2/2025)
RR
Nebraska(6/2/2025)
RR
Nevada(6/2/2025)
RR
New Hampshire(6/2/2025)
RR
New Jersey(6/2/2025)
RR
New Mexico(6/2/2025)
RR
New York(6/2/2025)
RR
North Carolina(6/2/2025)
RR
North Dakota(6/2/2025)
RR
Ohio(6/3/2025)
RR
Oklahoma(6/2/2025)
RR
Oregon(6/2/2025)
RR
Pennsylvania(6/2/2025)
RR
Puerto Rico(6/2/2025)
RR
Rhode Island(6/2/2025)
RR
South Carolina(6/2/2025)
RR
South Dakota(6/2/2025)
RR
Texas(6/2/2025)
RR
Utah(6/2/2025)
RR
Vermont(6/2/2025)
RR
Virginia(6/2/2025)
RR
Washington(6/2/2025)
RR
West Virginia(6/2/2025)
RR
Wisconsin(6/2/2025)
RR
Wyoming(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 2/9/2004
Corporate Securities Limited Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
OS
ORCHARD SECURITIES, LLC
JOSEPH CAMERON | ORCHARD SECURITIES, LLC | JOSEPH CAMERON, LLC | JOSEPH CAMERON LLC
CRD#: 133378 / SEC#: , 8-66719
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Mailing Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Phone number
(801) 316-4301
Established
Utah since 09/27/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CREEKSIDE LAND DEVELOPMENT, LLC | MEMBER | |
| FAR VISIONS, LLC | MEMBER | |
| NORTH CANYON ENTERPRISES, LLC | MEMBER | |
| TOTTENHAM INVESTMENTS, LLC | MEMBER | |
| TRIPLE CROWN SECURITES, LLC | MEMBER | |
| BADALAMENTI, CHARLES RICHARD | FINOP | 2065038 |
| BRADBURN, KEVIN CHRISTOPHER | MANAGER, CHIEF EXECUTIVE OFFICER | 2718206 |
| GARRETT, TAYLOR WESTON | PRESIDENT | 4829547 |
| HART, ADRIENNE YOST | CHIEF COMPLIANCE OFFICER | 1510179 |
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
ORCHARD SECURITIES, LLC
CRD#: 133378Pleasant Grove, UT 84062TRUST BUT VERIFY
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