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DC

David J. Corcoran

YORK SECURITIES
New York, NY 10038
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CRD#: 54063
DC

Professional summary


David John Corcoran is a registered financial professional currently at YORK SECURITIES, INC. located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 1970. David has worked at 5 firms and has passed the Series 63, Series 99TO, Series 52TO, Series 7TO, SIE, PC, Series 41, Series 1, Series 24, Series 4, Series 27, Series 14, F04 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 John Corcoran'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

December 10, 1979 - Present

YORK SECURITIES, INC.

Office #1: 160 Broadway, New York, NY 10038Office #2: 400 Ostrander Ave, Riverhead, NY 11901Office #3: 160 Broadway, New York, NY 10038
BD
CRD#: 8056
New York, NY
Past

February 7, 1978 - July 21, 1979

GILDER GAGNON HOWE & CO. LLC

BD
CRD#: 2002
Past

November 14, 1972 - May 1, 1980

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
Past

June 28, 1972 - November 11, 1972

LYNCH, JONES & RYAN LLC

BD
CRD#: 3198
Past

July 1, 1970 - September 6, 1972

B J COBERN INC

BD
CRD#: 1000002

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
New York
(4/6/1988)
RR
Texas
(6/10/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 11/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 7/29/1991
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 41
Date: 8/23/1979
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 1
Date: 1/22/1961
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
F04
Date: 10/15/1979
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 9/18/1972
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


YS
YORK SECURITIES, INC.
YORK SECURITIES, INC.

CRD#: 8056 / SEC#: , 8-24126

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


Main Address
160 Broadway, New York, NY 10038
Mailing Address
160 Broadway, New York, NY 10038
Phone number
(212) 349-9700
Established
New York since 08/13/1979
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (48 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#
CORCORAN, DAVID JOHNPRESIDENT, CCO, AML,CROP,CFO54063
CORCORAN, DAVID WILLIAMCHIEF OPERATIONS OFFICER1963683

Disclosures


Regulatory Event7
Arbitration1

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


YORK SECURITIES, INC.

CRD#: 8056New York, NY 10038

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