David W. Wright
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 Wright was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1968. David had worked at 9 firms and has passed the Series 63, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 21, 2007 - September 22, 2020
FIRST OHIO PLANNING, LLC
November 28, 2006 - December 31, 2007
FIRST OHIO ADVISORS, CO.
August 19, 1999 - March 30, 2009
OSAIC WEALTH, INC.
December 12, 1995 - August 3, 2015
OSAIC WEALTH, INC.
February 9, 1989 - December 14, 1995
SECURIAN FINANCIAL SERVICES, INC.
March 3, 1983 - December 2, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
May 11, 1978 - March 21, 1983
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
May 11, 1978 - March 21, 1983
SIGNATOR INVESTORS, INC.
December 11, 1972 - June 10, 1978
VERAVEST INVESTMENTS, INC.
December 11, 1972 - June 10, 1978
ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY COMPANY
June 15, 1971 - February 16, 1973
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
October 7, 1968 - February 16, 1973
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 9/27/1968
Registered Representative ExaminationCurrent Firm
FIRST OHIO PLANNING, LLC
CRD#: 144498 / SEC#: 801-77963
Contact information
Red Flags
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