Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sheridan has been in the financial services industry since September 24, 1997. David is currently registered with Investment Distributors, Inc., based in Covington, Kentucky. Prior to joining Investment Distributors, Inc., David was registered with Concourse Financial Group Securities, Inc., ING America Equities, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., Washington Square Securities, Inc., and Granite Investment Services, Inc. David has passed the Series 63, Series 24, SIE, and Series 7 exams. David is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
CT
10/29/2012 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (W HARTFORD CT)
CT
05/07/2002 - 09/28/2012
ING AMERICA EQUITIES, INC. (WINDSOR CT)
CT
01/01/2004 - 08/07/2012
ING FINANCIAL PARTNERS, INC. (WEST HARTFORD CT)
IA
03/06/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CT
08/25/1997 - 03/04/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
08/24/2000 - 12/12/2001
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
BC
Issued 02/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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