David A. Mcphedran
Professional summary
David Alexander Mcphedran is a registered financial professional currently at MCINTYRE CAPITAL PARTNERS, LLC located in New York, New York.
David is registered as a RR (Registered Representative) and started their career in finance in 2003. David has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Alexander Mcphedran's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 8, 2009 - Present
MCINTYRE CAPITAL PARTNERS, LLC
Office #1: 3 Columbus Circle 15th Floor, New York, NY 10019Office #2: 3 Columbus Circle 15th Floor, New York, NY 10019May 8, 2003 - March 18, 2009
FOCUSPOINT PRIVATE CAPITAL GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/19/2017)
(6/17/2009)
(2/16/2022)
(2/23/2022)
(5/22/2012)
(10/28/2020)
(1/26/2022)
(3/31/2022)
(2/2/2022)
(2/10/2022)
(4/3/2012)
(6/1/2009)
(3/25/2021)
(2/1/2022)
(5/8/2009)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
MCINTYRE CAPITAL PARTNERS, LLC
CRD#: 148521 / SEC#: , 8-68040
Contact information
FINRA licenses (16 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE MCINTYRE COMPANIES, LLC | MEMBER | |
| MCPHEDRAN, DAVID ALEXANDER | CCO, EXECUTIVE REPRESENTATIVE | 4647596 |
Red Flags
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