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David H. Arnold

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CRD#: 864817
DA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Henry Arnold was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1979. David had worked at 8 firms and has passed the Series 65, Series 63, Series 6TO, Series 22TO, SIE, Series 7, Series 1, Series 53 and Series 26 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)


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

January 12, 2006 - November 23, 2021

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
JACKSONVILLE, FL
Past

June 10, 2002 - November 23, 2021

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
JACKSONVILLE, FL
Past

August 5, 1998 - June 10, 2002

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

May 2, 1997 - August 5, 1998

CONSECO FINANCIAL SERVICES, INC.

BD
CRD#: 629
CARMEL, IN
Past

May 15, 1986 - March 21, 1997

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN
Past

July 16, 1984 - February 19, 1986

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Past

November 21, 1979 - May 15, 1986

VOYAGER SECURITIES, INC.

BD
CRD#: 919
Past

April 17, 1979 - March 6, 1980

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759

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: 6/28/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/10/1979
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


II
INTERVEST INTERNATIONAL, INC.
INTERVEST INTERNATIONAL, INC.

CRD#: 111516 / SEC#: 801-66615

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Contact information


Main Address
1980 Dominion Way, Suite 202, Colorado Springs, CO 80918
Mailing Address
Phone number
(719) 592-9299
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A DATED 03/29/2024 (3/29/2024)

Regulatory assets under management


Total Number of Accounts356
AUM (Assets Under Management)$ 39,933,048

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


INTERVEST INTERNATIONAL, INC.

CRD#: 111516

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