David S. Atkinson

FRANKLIN DISTRIBUTORS

St. Petersburg, FL 33716

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CRD#: 4982168

Professional summary

David S. Atkinson, who also goes by David Samuel Atkinson, David Atkinson, David S Atkinson, is a registered financial professional currently at FRANKLIN DISTRIBUTORS, LLC located in St. Petersburg, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 2005. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Samuel Atkinson | David Atkinson | David S Atkinson

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 S. Atkinson's CRS (Customer Relationship Summary).

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

March 26, 2025 - Present

FRANKLIN DISTRIBUTORS, LLC

Office #1: 100 Fountain Parkway, St. Petersburg, FL 33716

CRD#: 109064

St. Petersburg, FL

Past

March 13, 2017 - March 4, 2025

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

NEW YORK, NY

Past

January 3, 2012 - March 4, 2025

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

July 9, 2009 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

CRD#: 146183

JERSEY CITY, NJ

Past

May 29, 2007 - June 23, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 19, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

NEW YORK, NY

Past

September 2, 2005 - November 3, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(3/26/2025)

Alaska
(3/26/2025)

Arizona
(3/26/2025)

Arkansas
(3/26/2025)

California
(3/26/2025)

Colorado
(3/26/2025)

Connecticut
(3/26/2025)

Delaware
(3/26/2025)

District of Columbia
(3/26/2025)

Florida
(3/26/2025)

Georgia
(3/26/2025)

Hawaii
(3/26/2025)

Idaho
(3/26/2025)

Illinois
(3/26/2025)

Indiana
(3/26/2025)

Iowa
(3/26/2025)

Kansas
(3/26/2025)

Kentucky
(3/26/2025)

Louisiana
(3/26/2025)

Maine
(3/26/2025)

Maryland
(3/26/2025)

Massachusetts
(3/26/2025)

Michigan
(3/26/2025)

Minnesota
(3/26/2025)

Mississippi
(3/26/2025)

Missouri
(3/26/2025)

Montana
(3/26/2025)

Nebraska
(3/26/2025)

Nevada
(3/26/2025)

New Hampshire
(3/26/2025)

New Jersey
(3/26/2025)

New Mexico
(3/26/2025)

New York
(3/26/2025)

North Carolina
(3/26/2025)

North Dakota
(3/26/2025)

Ohio
(3/26/2025)

Oklahoma
(3/26/2025)

Oregon
(3/26/2025)

Pennsylvania
(3/26/2025)

Rhode Island
(3/26/2025)

South Carolina
(3/26/2025)

South Dakota
(3/26/2025)

Tennessee
(3/26/2025)

Texas
(3/26/2025)

Utah
(3/26/2025)

Vermont
(3/26/2025)

Virginia
(3/26/2025)

Washington
(3/26/2025)

West Virginia
(3/26/2025)

Wisconsin
(3/26/2025)

Wyoming
(3/26/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/22/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/23/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/1/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FRANKLIN DISTRIBUTORS, LLC

FRANKLIN DISTRIBUTORS, LLC | UNIFIED DISTRIBUTORS LLC | LEGG MASON INVESTORS SERVICES, LLC | LEGG MASON INVESTOR SERVICES, LLC | LATINVALLEY SECURITIES LLC

CRD#: 109064 / SEC#: , 8-53089

Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

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Contact information

Main Address

One Franklin Parkway, San Mateo, CA 94403

Mailing Address

1201 Wills Street, Baltimore, MD 21231

Phone number

(800) 632-2350

Established

Delaware since 12/01/2000

Firm type

Limited Liability Company

Fiscal year end

September

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
TEMPLETON WORLDWIDE, INC.	SHAREHOLDER
CIEPRISZ, KENNETH DAVID	CHIEF COMPLIANCE OFFICER	2303713
GAMBA, DANIEL ERNESTO	CHIEF EXECUTIVE OFFICER	4594704
MASOM, JEFFREY SCOTT	PRESIDENT-DIRECTOR	2870966
PATERSON, DAVID	CHIEF FINANCIAL OFFICER AND DESIGNATED FINANCIAL PRINCIPAL	7001546

Disclosures

Regulatory Event

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David S. Atkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David S. Atkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

BLACKROCK FUND DISTRIBUTION COMPANY

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2017

Series 63

Date: 2/22/2006

SIE

Date: 10/1/2018

Series 31

Date: 9/23/2005

Series 7

Date: 9/1/2005

FINRA

Current Firm

FRANKLIN DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

FRANKLIN DISTRIBUTORS, LLC

TRUST BUT VERIFY

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