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DS

David H. Sloane

MPA BD SERVICES LLC
New York, NY 10022
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CRD#: 5709597
DS

Professional summary


David Harris Sloane, who also goes by David H Sloane, is a registered financial professional currently at MPA BD SERVICES LLC located in New York, New York.

David is registered as a RR (Registered Representative) and started their career in finance in 2010. David has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David H Sloane

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 Harris Sloane's 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

September 17, 2025 - Present

MPA BD SERVICES LLC

Office #1: 590 Madison Avenue 29th Floor, New York, NY 10022
BD
CRD#: 310290
New York, NY
Past

May 7, 2010 - August 9, 2012

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
IAR
Series 66
Date: 8/13/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/17/2025
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MB
MPA BD SERVICES LLC
MPA BD ADVISOR LLC | MPA BD SERVICES LLC

CRD#: 310290 / SEC#: , 8-70617

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


Main Address
590 Madison Avenue 29th Floor, New York, NY 10022
Mailing Address
590 Madison Avenue 29th Floor, New York, NY 10022
Phone number
(212) 804-8025
Established
Delaware since 08/26/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BD ADVISOR HOLDINGS LLCMEMBER
AVIDZBA, ANAIDCEO4840793
STOUBER, RANDY MARCCOO, FINOP, CCO1104531

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


MPA BD SERVICES LLC

CRD#: 310290New York, NY 10022

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