AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DB

David J. Bednarczyk

Some features on this profile are disabled
CRD#: 5208482
DB

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 Joseph Bednarczyk, who also goes by Dave Bednarczyk, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2006. David had worked at 6 firms and has passed the Series 63, SIE, Series 57 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave Bednarczyk

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

September 25, 2022 - July 31, 2023

MBS SOURCE ETRADING, INC.

BD
CRD#: 164958
MERCER ISLAND, WA
Past

August 23, 2019 - August 1, 2022

PERSHING LLC

BD
CRD#: 7560
BOCA RATON, FL
Past

April 20, 2017 - February 8, 2018

SAMUEL A. RAMIREZ & COMPANY, INC.

BD
CRD#: 6963
NEW YORK, NY
Past

January 14, 2014 - November 15, 2016

VALLEY FINANCIAL MANAGEMENT, INC.

BD
CRD#: 105387
NEW YORK, NY
Past

April 24, 2013 - January 22, 2014

INVESTMENT PLACEMENT GROUP

BD
CRD#: 14458
SAN DIEGO, CA
Past

November 14, 2006 - January 18, 2012

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
CENTRAL,

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
Series 63
Date: 4/30/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57
Date: 8/9/2016
Securities Trader Exam
General Industry/Product Exam

Current Firm


MS
MBS SOURCE ETRADING, INC.
MBS MARKETPLACE | MBS SOURCE ETRADING, INC.

CRD#: 164958 / SEC#: , 8-69123

BD
Terminated by SEC on 11/10/2025
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 05/11/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MBS SOURCE HOLDINGS, INC.SHAREHOLDER
CHILO, CYNTHIA MICHELLEFINOP6494031
CLOYD, JOSHUACCO7370953
SZABO, MIHAICEO4748876

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


MBS SOURCE ETRADING, INC.

CRD#: 164958

TRUST BUT VERIFY

Monitor David Bednarczyk

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics