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DB

Daniel B. Burnham

MICROVENTURE MARKETPLACE
AUSTIN, TX 78702
Some features on this profile are disabled
CRD#: 6481692
DB

Professional summary

Daniel Benjamin Burnham is a registered financial professional currently at MICROVENTURE MARKETPLACE INC. located in Austin, Texas.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2015. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 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 Daniel Benjamin Burnham'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

March 17, 2022 - Present

MICROVENTURE MARKETPLACE INC.

Office #1: 2903 E 2nd St, Austin, TX 78702
BD
CRD#: 152513
AUSTIN, TX
Past

July 17, 2015 - January 14, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

June 22, 2015 - January 14, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC

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
North Carolina
(3/25/2022)
RR
Texas
(3/28/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/17/2015
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: 6/22/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MM
MICROVENTURE MARKETPLACE INC.
MICROVENTURE MARKET PLACE INC. | MICROVENTURE MARKETPLACE INC.

CRD#: 152513 / SEC#: , 8-68458

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

Main Address
2903 E 2nd St, Austin, TX 78702
Mailing Address
2903 E 2nd St, Austin, TX 78702
Phone number
(512) 461-3686
Established
Delaware since 10/26/2009
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
MICROVENTURES INCSHAREHOLDER
CLARK, WILLIAM MICHAELCEO5741424
GRAY, TYLER RANDALLPRESIDENT/SECRETARY/FINOP5772730
WILLMORE, ELIZABETH MAGDALENACCO2697868

Disclosures

Regulatory Event1

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

MICROVENTURE MARKETPLACE INC.

CRD#: 152513Austin, TX 78702

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