Terrence E. Bonk
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.
Terrence Edward Bonk was a registered financial professional .
Terrence is a previously registered financial professional and started their career in finance in 1981. Terrence had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 18, 2016 - August 26, 2019
FELTL ADVISORS
November 10, 2014 - August 26, 2019
FELTL & COMPANY
December 3, 2010 - December 1, 2014
RBC CAPITAL MARKETS, LLC
March 8, 2010 - December 1, 2014
RBC CAPITAL MARKETS, LLC
September 20, 2002 - March 16, 2010
OPPENHEIMER & CO. INC.
January 1, 2001 - September 23, 2002
MILLER JOHNSON STEICHEN KINNARD, INC.
August 9, 1996 - January 1, 2001
JOHN G. KINNARD AND COMPANY, INCORPORATED
January 6, 1995 - August 23, 1996
PRUDENTIAL EQUITY GROUP, LLC
March 10, 1992 - January 12, 1995
MORGAN STANLEY DW INC.
June 1, 1983 - March 11, 1992
JM DISSOLUTION, INC.
November 4, 1981 - June 2, 1983
ALLISON-WILLIAMS COMPANY
Primary Firm SEC Registration
FELTL ADVISORS
CRD#: 165244 / SEC#: 801-77347
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FELTL ADVISORS
CRD#: 165244 / SEC#: 801-77347
Contact information
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 523 |
| AUM (Assets Under Management) | $ 132,417,421 |
Red Flags
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