Unclaimed
David Lenahan iii has been in the financial services industry since July 13, 2000. David is currently registered with BTIG, LLC and previously worked with Convergex Execution Solutions LLC, Bear, Stearns & Co. Inc. and Institutional Direct Inc. David has a strong background in equity trading and has held positions in several major financial institutions. David is licensed to sell securities in several states including Alabama, Arizona, California, Colorado, Connecticut, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Wisconsin.
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.
1
2
NY
06/15/2015 - Present
Btig, LLC (New York NY)
NY
06/16/2008 - 06/10/2015
CONVERGEX EXECUTION SOLUTIONS LLC (NEW YORK NY)
NY
12/07/1999 - 11/12/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/22/2003 - 04/28/2006
INSTITUTIONAL DIRECT INC. (NEW YORK NY)
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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