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DB

David W. Boral

D. BORAL CAPITAL
New York, NY 10022
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CRD#: 5340753
DB

Professional summary


David Walter Boral, who also goes by David W Boral, is a registered financial professional currently at D. BORAL CAPITAL located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2007. David has worked at 10 firms and has passed the Series 66, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David W Boral

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 Walter Boral'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

May 11, 2020 - Present

D. BORAL CAPITAL

Office #1: 590 Madison Ave. 39th Floor, New York, NY 10022
BD
CRD#: 103792
New York, NY
Past

February 28, 2019 - May 22, 2020

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

August 3, 2017 - December 6, 2018

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

April 1, 2016 - June 23, 2016

CORINTHIAN PARTNERS, L.L.C.

BD
CRD#: 38912
Middletown, NJ
Past

January 2, 2015 - April 15, 2015

FANTEX BROKERAGE SERVICES, LLC

BD
CRD#: 164783
SAN FRANCISCO, CA
Past

May 14, 2014 - July 4, 2014

REALTA EQUITIES, INC.

BD
CRD#: 23769
New York, NY
Past

May 3, 2012 - June 5, 2013

JCI ASSET MANAGEMENT, LLC

RIA
CRD#: 158807
NEW YORK, NY
Past

May 4, 2011 - May 23, 2014

JOHN CARRIS INVESTMENTS LLC

BD
CRD#: 145767
HOBOKEN, NJ
Past

February 8, 2011 - May 3, 2011

NEAR EARTH, LLC

BD
CRD#: 126041
NEW CANAAN, CT
Past

January 19, 2010 - December 7, 2010

JOHN CARRIS INVESTMENTS LLC

BD
CRD#: 145767
HOBOKEN, NJ
Past

December 5, 2007 - January 8, 2010

R. F. LAFFERTY & CO., INC.

BD
CRD#: 2498
NEW YORK, NY

State Registrations and Notice Filings


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

RR
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

RR
Alabama
(4/19/2023)
RR
Alaska
(4/19/2023)
RR
Arkansas
(6/5/2023)
RR
California
(5/11/2020)
RR
Connecticut
(4/17/2023)
RR
Delaware
(5/23/2023)
RR
District of Columbia
(4/19/2023)
RR
Florida
(4/14/2023)
RR
Georgia
(4/20/2023)
RR
Idaho
(4/14/2023)
RR
Illinois
(6/15/2023)
RR
Indiana
(7/11/2023)
RR
Iowa
(4/18/2023)
RR
Kansas
(4/14/2023)
RR
Kentucky
(4/21/2023)
RR
Louisiana
(4/17/2023)
RR
Maine
(5/12/2023)
RR
Maryland
(5/17/2023)
RR
Michigan
(6/13/2023)
RR
Minnesota
(4/13/2023)
RR
Mississippi
(4/14/2023)
RR
Missouri
(4/14/2023)
RR
Nebraska
(5/1/2023)
RR
Nevada
(5/11/2023)
RR
New Hampshire
(8/9/2023)
RR
New Jersey
(4/13/2023)
RR
New Mexico
(4/14/2023)
RR
New York
(5/11/2020)
RR
North Carolina
(4/18/2023)
RR
North Dakota
(4/17/2023)
RR
Ohio
(4/13/2023)
RR
Oklahoma
(4/18/2023)
RR
Oregon
(5/19/2023)
RR
Pennsylvania
(4/17/2023)
RR
Puerto Rico
(4/28/2023)
RR
Rhode Island
(4/21/2023)
RR
South Carolina
(4/14/2023)
RR
South Dakota
(4/14/2023)
RR
Texas
(5/8/2023)
RR
Utah
(5/10/2023)
RR
Vermont
(5/16/2023)
RR
Virgin Islands
(4/14/2023)
RR
Virginia
(4/20/2023)
RR
Washington
(5/2/2024)
RR
West Virginia
(4/13/2023)
RR
Wisconsin
(4/18/2023)
RR
Wyoming
(4/18/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DB
D. BORAL CAPITAL
BENCHMARK INVESTMENTS, INC. | EF HUTTON LLC | D. BORAL CAPITAL LLC | D. BORAL CAPITAL | BENCHMARK INVESTMENTS, LLC

CRD#: 103792 / SEC#: , 8-52280

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


Main Address
590 Madison Ave 39th Floor, New York, NY 10022
Mailing Address
590 Madison Ave 39th Floor, New York, NY 10022
Phone number
(212) 570-5150
Established
Nevada since 05/28/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
DBCH PARTNERS LLCSHAREHOLDER
AGRAWAL, SHARADCHIEF TECHNOLOGY OFFICER5115964
BORAL, DAVID WALTERCHIEF EXECUTIVE OFFICER5340753
MERLIN, JAREDCHIEF COMPLIANCE OFFICER4222427
WHALEN, RYAN JAMESGENERAL COUNSEL7457347
WIEDERLIGHT, PHILIPCHIEF OPERATING OFFICER5856024
WILDER, BRADLEY STEPHENFINOP7497819

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


D. BORAL CAPITAL

CRD#: 103792New York, NY 10022

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