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David Richard Bird

THE O.n. Equity Sales Co.

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About David Richard Bird

David Richard Bird is a financial advisor with The O.n. Equity Sales Co. based in Waldorf, Maryland. David has over 15 years of experience in the financial services industry and has a wide range of experience in the industry. He has been registered with the Financial Industry Regulatory Authority (FINRA) since July 2006. David is a Series 7, Series 63, and Series 66 licensed representative. He is also a registered representative in 15 states including Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia.

Firm Information

David Bird is currently registered with THE O.n. Equity Sales Co.. THE O.n. Equity Sales Co. is a Corporation that was formed on August 22, 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a history of regulatory events and arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

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.

Fee Structure

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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David Bird’s Registration & Firm History

MD

08/01/2012 - Present

THE O.n. Equity Sales Co. (WALDORF MD)

MD

07/11/2006 - 11/01/2011

EDWARD JONES (WALDORF MD)

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Licenses & Designations

BOTH

Issued 01/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Richard Bird.
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