AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DJ

David J. Junker

ALTRUIST FINANCIAL LLC
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 6073985
DJ

Professional summary

David J Junker, who also goes by David J Junker, David Junker, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.

David is registered as a RR (Registered Representative) and started their career in finance in 2013. David has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 57, Series 52, Series 7, Series 27, Series 4, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

David J Junker | David Junker

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 J Junker'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

September 21, 2023 - Present

ALTRUIST FINANCIAL LLC

Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201
BD
CRD#: 299274
Dallas, TX
Past

May 17, 2023 - September 11, 2023

PROMETHEUM EMBER CAPITAL

BD
CRD#: 312784
New York, NY
Past

March 24, 2023 - September 11, 2023

PROMETHEUM ATS

BD
CRD#: 311636
NEW YORK, NY
Past

December 18, 2020 - September 19, 2022

ROBINHOOD SECURITIES, LLC

BD
CRD#: 287900
LAKE MARY, FL
Past

June 15, 2016 - November 5, 2020

VISION BROKERAGE SERVICES, LLC

BD
CRD#: 47927
Stamford, CT
Past

March 23, 2016 - November 5, 2020

VISION INVESTMENT ADVISORS, LLC

RIA
CRD#: 109621
STAMFORD, CT
Past

January 20, 2016 - November 5, 2020

VISION FINANCIAL MARKETS LLC

BD
CRD#: 142271
New York, NY
Past

August 7, 2013 - January 20, 2016

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT

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
(9/21/2023)
RR
Texas
(9/21/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 57
Date: 2/18/2016
Securities Trader Exam
General Industry/Product Exam
RR
Series 52
Date: 6/27/2014
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 3/20/2019
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/29/2014
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 5/1/2014
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3030 S La Cienega Blvd, Culver City, CA 90232
Mailing Address
3030 S La Cienega Blvd, Culver City, CA 90232
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
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#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GERINGER, JASONFINOP5781274
JUNKER, DAVID JSENIOR DIRECTOR OF CLEARING OPERATIONS (POO)6073985
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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

ALTRUIST FINANCIAL LLC

CRD#: 299274Dallas, TX 75201

TRUST BUT VERIFY

Monitor David Junker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
JM
Jonathan MeaneyAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
DALLAS, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics