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DB

David Burnett

B6 CAPITAL
WELLSVILLE, UT
Some features on this profile are disabled
CRD#: 7676127
DB

Professional summary


David Burnett is a registered financial advisor currently at B6 CAPITAL located in Wellsville, Utah.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. David has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
DB Global, LLC This company is non investment - related 2775 W 6500 S Wellsville UT 84339 Medical Glove Broker Owner/President Started this business in 2014 1 hour per day devoted to this business 0 hours per day during trading hours My role is with supplier relationships DMB Consulting, LLC This company is non investment - related 2775 W 6500 S Wellsville UT 84339 Business Consulting Owner/Managing Member Started this business in 2008 4 hours per month devoted to this business 0 hours per day during trading hours Client relationships is my role West Gordon Pharmacy 3225 West Gordon Avenue Layton UT 84041 Pharmacy Owner Started this business in 2014 2 hours per month devoted to this business 0 hours per day during trading hours No active role Granger Pharmacy 3225 West Gordon Avenue Layton UT 84041 Pharmacy Owner Started this business in 2018 1 hour per month devoted to this business 0 hours per day during trading hours No active role

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Burnett'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

October 28, 2024 - Present

B6 CAPITAL

RIA
CRD#: 331004
WELLSVILLE, UT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(10/28/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/8/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2022
Securities Industry Essentials Examination

Current Firm


BC
B6 CAPITAL
B6 CAPITAL | B6 CAPITAL, LLC

CRD#: 331004 / SEC#:

Utah
Registered Investment Advisory firm - (10/28/2024 Approved)
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Contact information


Main Address
Wellsville, UT
Mailing Address
Phone number
(435) 512-2102
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


B6 CAPITAL

CRD#: 331004Wellsville, UT

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