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DW

Daisy Wall

LONG BRIDGE SECURITIES
PLANO, TX 75024
Some features on this profile are disabled
CRD#: 6703225
DW
Daisy WallLONG BRIDGE SECURITIES

Professional summary

Daisy Wall is a registered financial professional currently at LONG BRIDGE SECURITIES, LLC located in Plano, Texas.

Daisy is registered as a RR (Registered Representative) and started their career in finance in 2016. Daisy has worked at 2 firms and has passed the SIE and Series 99 exams.

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 Daisy Wall'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

August 18, 2026 - Present

LONG BRIDGE SECURITIES, LLC

Office #1: 6900 Dallas Parkway Suite 03-121, Plano, TX 75024
BD
CRD#: 314519
PLANO, TX
Past

February 28, 2019 - July 7, 2026

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

November 15, 2016 - July 17, 2018

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX

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

General Industry/Product Exam
RR
SIE
Date: 7/17/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 11/15/2016
Operations Professional Examination
SRO Registrations
RR
FINRA

Current Firm

LB
LONG BRIDGE SECURITIES, LLC
LONG BRIDGE SECURITIES LLC | LONGBRIDGE | LONG BRIDGE SECURITIES, LLC

CRD#: 314519 / SEC#: , 8-70711

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

Main Address
413 W 14th St Suite 207a, New York, NY 10014
Mailing Address
413 W 14th St Suite 207a, New York, NY 10014
Phone number
(504) 233-2370
Established
Delaware since 03/19/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LONG BRIDGE LIMITED100% OWNER
BEVAUN, MARLONCFO/ FINOP6259795
NEIDLINGER, CHRISTOPHER WADECCO2963179
THOMAS, LAURACHIEF OPERATIONS OFFICER5364586
ZHU, XUYINGHEAD OF U.S. BUSINESS6943862

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

LONG BRIDGE SECURITIES, LLC

CRD#: 314519Plano, TX 75024

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