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DK

David Kalin

SKYPOINT CAPITAL PARTNERS
Long Beach, CA 90803
Some features on this profile are disabled
CRD#: 5769107
DK

Professional summary

David Kalin, who also goes by David Alexander Kalin, is a registered financial professional currently at SKYPOINT CAPITAL PARTNERS, LLC located in Long Beach, California.

David is registered as a RR (Registered Representative) and started their career in finance in 2010. David has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

David Alexander Kalin

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 Kalin'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

December 24, 2020 - Present

SKYPOINT CAPITAL PARTNERS, LLC

Office #1: 130 North Marina Drive, Long Beach, CA 90803
BD
CRD#: 310410
Long Beach, CA
Past

November 5, 2019 - December 31, 2020

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
Seal Beach, CA
Past

January 31, 2017 - October 1, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

January 5, 2015 - December 31, 2016

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

December 23, 2013 - December 31, 2014

UNIFIED FINANCIAL SECURITIES, LLC

BD
CRD#: 7868
INDIANAPOLIS, IN
Past

April 1, 2010 - January 14, 2013

TCW FUNDS DISTRIBUTORS LLC

BD
CRD#: 16670
LOS ANGELES, CA

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
California
(1/5/2021)
RR
Oregon
(5/20/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/31/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SKYPOINT CAPITAL PARTNERS, LLC
SKYPOINT CAPITAL PARTNERS, LLC

CRD#: 310410 / SEC#: , 8-70575

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

Main Address
1 Glenlake Parkway Ne Suite 1045, Atlanta, GA 30328
Mailing Address
1 Glenlake Parkway Ne Suite 1045, Atlanta, GA 30328
Phone number
(844) 385-1050
Established
Delaware since 07/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ANDERSON, ERIC MATTHEWFOUNDER2443700
FAIRWOOD PARTNERS GPOWNER
FINCH, RICHARD ALOYSIUSOWNER5740372
KALIN, DAVIDFOUNDER5769107
SMITH, BRIAN PATRICKFOUNDER/CEO/CHIEF COMPLIANCE OFFICER6433628
PORTWOOD, WILLIAM BOYCEFINOP/CFO/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONS OFFICER4853700

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

SKYPOINT CAPITAL PARTNERS, LLC

CRD#: 310410Long Beach, CA 90803

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