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DW

David R. Wulf

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CRD#: 850098
DW

Professional summary


David Richard Wulf was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial advisor and started their career in finance in 1978. Prior to being barred, David had worked at 7 firms, which includes WULF BATES & MURPHY INC, MOLONEY SECURITIES CO. INC., BIRCHTREE FINANCIAL SERVICES LLC, AMERICAN CAPITAL EQUITIES INC., LEHMAN BROTHERS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, LINCOLN FINANCIAL DISTRIBUTORS INC..

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 21, 2012 - August 23, 2013

WULF BATES & MURPHY INC

RIA
CRD#: 107678
ST. LOUIS, MO
Past

August 20, 2012 - August 23, 2013

MOLONEY SECURITIES CO., INC.

RIA
CRD#: 38535
MANCHESTER, MO
Past

November 2, 2000 - December 31, 2008

WULF BATES & MURPHY INC

RIA
CRD#: 107678
ST. LOUIS, MO
Past

September 2, 1999 - August 23, 2013

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
MANCHESTER, MO
Past

November 30, 1998 - December 31, 2002

WULF BATES & MURPHY INC

RIA
CRD#: 107678
CLAYTON, MO
Past

June 30, 1988 - September 2, 1999

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
MINNEAPOLIS, MN
Past

February 25, 1986 - June 23, 1988

AMERICAN CAPITAL EQUITIES, INC.

BD
CRD#: 13272
Past

December 23, 1982 - March 4, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 27, 1978 - January 6, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

March 21, 1978 - October 23, 1978

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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


State Security Law Exam
IAR
Series 65
Date: 8/18/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/27/1996
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/11/1978
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WB
WULF BATES & MURPHY INC
VERITAS HOLDINGS, LLC | WULF BATES & MURPHY INC

CRD#: 107678 / SEC#: 801-28591

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Contact information


Main Address
13537 Barrett Parkway Dr Suite 345, St. Louis, MO 63021
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


WULF BATES & MURPHY INC

CRD#: 107678

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