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David Matthew Terrell

Rbc Securities, Inc

Torrance, CA

Los Angeles, CA

Las Vegas, NV

New York, NY

Palos Verdes Estates, CA

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Current Employers
Rbc Securities, Inc

555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2017-04-18
CA RA APPROVED 2017-03-23
  • NV RA
    APPROVED
    Since 2017-04-18
  • CA RA
    APPROVED
    Since 2017-03-23

Branch Locations

3424 Carson Street 1St Floor, Torrance, CA 90503 • United States

555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States

10801 West Charleston Boulevard 2Nd Floor, Las Vegas, NV 89135 • United States

400 Park Avenue, 8Th Floor, New York, NY 10022 • United States

Palos Verdes Estates, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Torrance CA 07/2009 03/2017
City National Securities Beverly Hills CA 03/2017 Present
Previous Registrations
  • 2022-04-21 → 2024-05-21
    Symphonic Financial Advisors Llc
    New York, NY
    Los Angeles, CA
  • 2009-08-18 → 2017-03-22
    U.S. Bancorp Investments, Inc.
    Hacienda Heights, CA
    Gilbert, AZ
    Chandler, AZ
    Phoenix, AZ
    Mesa, AZ
    Tempe, AZ
    Chandler, AZ
    Apache Junction, AZ
    Tucson, AZ
    Scottsdale, AZ
    Mesa, AZ
    Mesa, AZ
    Gilbert, AZ
    Florence, AZ
    Tempe, AZ
    Mesa, AZ
    Mesa, AZ
    Phoenix, AZ
    Casa Grande, AZ
    Mesa, AZ
    Chandler, AZ
    Queen Creek, AZ
    Tempe, AZ
    Phoenix, AZ
    Scottsdale, AZ
    Phoenix, AZ
    Tucson, AZ
    Chandler, AZ
    Anthem, AZ
    Surprise, AZ
    Tucson, AZ
    Tucson, AZ
    Glendale, AZ
    Peoria, AZ
    Tucson, AZ
    Phoenix, AZ
    Litchfield Park, AZ
    Tucson, AZ
    Peoria, AZ
    Peoria, AZ
    Tucson, AZ
    Phoenix, AZ
    Glendale, AZ
    Phoenix, AZ
    Surprise, AZ
    Phoenix, AZ
    Tucson, AZ
    Goodyear, AZ
    Phoenix, AZ
    Laveen, AZ
    Phoenix, AZ
    Phoenix, AZ
    Green Valley, AZ
    Tucson, AZ
    Phoenix, AZ
    Peoria, AZ
    Peoria, AZ
    Glendale, AZ
    Surprise, AZ
    Phoenix, AZ
    Scottsdale, AZ
    Tucson, AZ
    Wickenburg, AZ
    Torrance, CA
    Torrance, CA
    Tarzana, CA
    Westlake Village, CA
    Surprise, AZ
    Phoenix, AZ
    Tucson, AZ
    Scottsdale, AZ
    Phoenix, AZ
    Tucson, AZ
    Tucson, AZ
    Reno, NV
    Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
    Stateline, NV
    Sparks, NV
    Reno, NV
    Henderson, NV
    Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
    Claremont, CA
    Prescott, AZ
    Lake Havasu City, AZ
    Kingman, AZ
    Prescott, AZ
    Torrance, CA
    Torrance, CA
  • 2009-05-02 → 2009-07-30
    Chase Investment Services Corp.
    Los Angeles, CA
    Beverly Hills, CA
    Santa Monica, CA
    Los Angeles, CA
    Santa Monica, CA
    Manhattan Beach, CA
    Los Angeles, CA
    Venice, CA
    Manhattan Beach, CA
    Inglewood, CA
  • 2004-09-23 → 2009-05-02
    Wamu Investments, Inc.
    Los Angeles, CA
    Los Angeles, CA
    Montebello, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Beverly Hills, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Pico Rivera, CA
    Los Angeles, CA
    Bell, CA
    Beverly Hills, CA
    Pico Rivera, CA
    Hollywood, CA
    Inglewood, CA
    South Gate, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Hollywood, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Monterey Park, CA
    Los Angeles, CA
    Los Angeles, CA
    Huntington Park, CA
    Los Angeles, CA
    Culver City, CA
    Los Angeles, CA
    Valencia, CA
    Lynwood, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-09
S63 Uniform Securities Agent State Law Examination 1995-10-30
  • S65 Uniform Investment Adviser Law Examination
    1999-07-09
  • S63 Uniform Securities Agent State Law Examination
    1995-10-30

View on SEC IAPD

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