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Inactive

David Brian Hunt

Hunt Wealth Management

Concord, CA

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Current Employers
Hunt Wealth Management

1001 Galaxy Way Suite 203, Concord, CA 94520 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-07-17
  • CA RA
    APPROVED
    Since 2017-07-17

Branch Locations

1001 Galaxy Way Ste 203, Concord, CA 94520 • 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
Concert Wealth Management, Inc. San Jose CA 04/2009 12/2016
Sowell Financial Services, Llc North Little Rock AR 12/2016 07/2017
Hunt Wealth Management Group, Inc. Concord CA 06/2017 Present
  • 04/2009 → 12/2016
    Concert Wealth Management, Inc.
    San Jose, CA
  • 12/2016 → 07/2017
    Sowell Financial Services, Llc
    North Little Rock, AR
  • 06/2017 → Present
    Hunt Wealth Management Group, Inc.
    Concord, CA
Previous Registrations
  • 2009-04-16 → 2017-12-21
    Concert Wealth Management
    San Jose, CA
    San Jose, CA
  • 2017-07-19 → 2017-08-22
    Sowell Management
    Walnut Creek, CA
    North Little Rock, AR
  • 2016-09-16 → 2017-06-13
    Sowell Management
    Walnut Creek, CA
    North Little Rock, AR
  • 2006-10-05 → 2009-04-13
    Citigroup Global Markets Inc.
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-29
  • S66 Uniform Combined State Law Examination
    2006-09-29

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVESTMENT GROWTH MANAGEMENT, INC
WELLS FARGO CLEARING SERVICES, LLC
TECHFELLOWS MANAGEMENT, LLC
EDWARD JONES
PFS INVESTMENTS INC.
D & T FINANCIAL ADVISORS, INC.

Other Investors

MICHAEL KIM
JOHN ALLEN BUCHANAN
BRADLEY ALLEN
JASON ELLIOT CADELL
DYLAN ALEXANDER SCHLOTT
JENNIFER LINDA ADAMS
Joseph Patrick Condon
KEITH DAVID STEMPEL

Other Offices

ASSETMARK, INC. · CONCORD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA
INVESTMENT GROWTH MANAGEMENT, INC · Concord, CA
WELLS FARGO CLEARING SERVICES, LLC · CONCORD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CONCORD, CA
TECHFELLOWS MANAGEMENT, LLC · CONCORD, CA
EDWARD JONES · Concord, CA
PFS INVESTMENTS INC. · CONCORD, CA

More in Concord, CA

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