David Mirkin has been an investment adviser representative at Capital Markets IQ since February 2025, and is not listed among the firm’s executive officers or direct owners.
Capital Markets Iq, LLC is a firm with $571M under management, 884 clients and 20 advisers across 19 offices, as of its July 2026 filing.
- Capital Markets Iq, LLCCurrent– present · 1 yearDallas, TX · Adviser representative · Firm CRD 134921
Investment adviser representative registrations
David Mirkin is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8030767
- Firm
- Capital Markets IQ · CRD 134921
- Office
- Dallas, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does David Mirkin work?
David Mirkin is an investment adviser representative registered through Capital Markets Iq, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Mirkin a financial advisor?
Yes. David Mirkin has a current investment-adviser registration in Texas, through Capital Markets IQ since February 2025.
How many years of experience does David Mirkin have?
David Mirkin has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has David Mirkin passed?
David Mirkin passed the Series 65 in February 2025.
Where is David Mirkin based?
David Mirkin’s registered office is in Dallas, TX.
Is David Mirkin registered with FINRA?
No. David Mirkin has no current broker registration.
How can I verify David Mirkin’s record?
Search CRD 8030767 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Mirkin’s full registration record.