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David K. Franklin

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CRD#: 5236215
DF

Professional summary


David Kitchen Franklin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 2006. Prior to being barred, David had worked at 3 firms, which includes INTEGRAL WEALTH SECURITIES LLC, 1ST BRIDGEHOUSE SECURITIES LLC, TOLL CROSS SECURITIES USA INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Kitchen Franklin Mr.

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

August 6, 2018 - June 9, 2025

INTEGRAL WEALTH SECURITIES LLC

BD
CRD#: 36143
New York, NY
Past

September 20, 2007 - January 27, 2009

1ST BRIDGEHOUSE SECURITIES, LLC

BD
CRD#: 44655
MIAMI, FL
Past

November 2, 2006 - February 7, 2007

TOLL CROSS SECURITIES USA INC.

BD
CRD#: 139412
TORONTO,

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: 8/29/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/14/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 37
Date: 11/1/2006
Canada Module of the General Securities Registered Representative (With Options Questions)
Principal/Supervisory Exam

Current Firm


IW
INTEGRAL WEALTH SECURITIES LLC
AMERA SECURITIES LLC | SHIPLEY RAIDY CAPITAL PARTNERS, LP | SHIPLEY RAIDY CAPITAL PARTNERS, LLC | SHIPLEY RAIDY CAPITAL CORPORATION | INTEGRAL WEALTH SECURITIES LLC | ARIANE CAPITAL PARTNERS LLC

CRD#: 36143 / SEC#: , 8-47026

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
200 Vesey St. 24th Floor, New York, NY 10281
Mailing Address
200 Vesey St. 24th Floor, New York, NY 10281
Phone number
(888) 799-8856
Established
Pennsylvania since 01/01/2002
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERA HOLDINGS LLCDIRECT OWNER
GIBSON, JOHNCEO/CCO7661898
PETERS, ROBERT WILLIAMFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1704577

Disclosures


Regulatory Event2

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


INTEGRAL WEALTH SECURITIES LLC

CRD#: 36143

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