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AK

Alan D. Kacic

R.M. STARK & CO.
TUCSON, AZ
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CRD#: 1019798
AK

Professional summary


Alan Dale Kacic is a registered financial professional currently at R.M. STARK & CO., INC. located in Tucson, Arizona.

Alan is registered as a RR (Registered Representative) and started their career in finance in 1982. Alan has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Alan Dale Kacic's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 23, 2000 - Present

R.M. STARK & CO., INC.

BD
CRD#: 7612
TUCSON, AZ
Past

January 8, 1991 - March 24, 2000

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

October 25, 1989 - August 3, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 24, 1989 - October 12, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 28, 1988 - August 8, 1989

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

May 20, 1988 - October 24, 1988

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

March 1, 1988 - May 28, 1988

SOURCE SECURITIES, INC.

BD
CRD#: 8026
Past

May 6, 1982 - March 8, 1988

SECURITIES NETWORK, INC.

BD
CRD#: 8671

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/23/2000)
RR
California
(3/23/2000)
RR
Colorado
(4/15/2013)
RR
Florida
(6/23/2023)
RR
Georgia
(11/4/2011)
RR
Idaho
(6/30/2005)
RR
Iowa
(11/10/2011)
RR
Mississippi
(11/8/2023)
RR
Missouri
(12/9/2021)
RR
New Mexico
(4/8/2022)
RR
North Carolina
(5/23/2012)
RR
Pennsylvania
(6/9/2014)
RR
Texas
(7/22/2014)
RR
Utah
(4/7/2015)
RR
Washington
(11/21/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 5/28/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
R.M. STARK & CO., INC.
R.M. STARK & CO., INC. | RM STARK & CO INC.

CRD#: 7612 / SEC#: , 8-22543

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Mailing Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Phone number
(561) 243-3815
Established
Florida since 09/29/1988
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RMST HOLDING COMPANY, INC.OWNER
MCTAGUE, ROBIN JAYNECHIEF COMPLIANCE OFFICER1438670
STARK, GARY LESTERCEO433866
STARK, GARY LESTERFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, MUNICIPAL SECURITIES PRINCIPAL, REGISTERED OPTIONS PRINCIPAL433866

Disclosures


Regulatory Event4

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


R.M. STARK & CO., INC.

CRD#: 7612Tucson, AZ

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