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Steven J. Henricks

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CRD#: 1009297
SH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Jeffrey Henricks, who also goes by Steven Jeffrey Hendricks, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1981. Steven had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Jeffrey Hendricks

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 1, 2008 - August 26, 2010

HUNTER WISE SECURITIES, LLC

BD
CRD#: 104193
IRVINE, CA
Past

January 2, 2004 - November 17, 2008

BRITEHORN SECURITIES

BD
CRD#: 36402
COLORADO SPRINGS, CO
Past

March 8, 1996 - November 4, 1998

ARC SECURITIES, LLC

BD
CRD#: 38045
WASHINGTON, DC
Past

February 1, 1991 - February 15, 1994

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

October 17, 1990 - February 22, 1991

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

March 3, 1987 - November 15, 1990

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

May 6, 1986 - March 23, 1987

BSI HOLDINGS, INC.

BD
CRD#: 13751
Past

February 26, 1986 - April 16, 1986

PENDRICK REEVES ASSOCIATES, INC.

BD
CRD#: 7623
Past

December 21, 1984 - December 21, 1985

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

March 12, 1984 - September 4, 1984

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

November 1, 1981 - June 15, 1984

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/27/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HW
HUNTER WISE SECURITIES, LLC
HUNTER WISE SECURITIES, LLC

CRD#: 104193 / SEC#: , 8-52660

BD
Terminated by SEC on 05/15/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 04/21/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HUNTER WISE FINANCIAL GROUP, LLCSHAREHOLDER
BROWN, MICHAEL OWENFINOP1658070
OWEN, WILLIAM ARTHURPRESIDENT & INTERIM CCO2224625

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HUNTER WISE SECURITIES, LLC

CRD#: 104193

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