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JS

Johan C. Segerdahl

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CRD#: 1031635
JS

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.

Johan Carl Ragnar Segerdahl was a registered financial professional .

Johan is a previously registered financial professional and started their career in finance in 1982. Johan had worked at 7 firms and has passed the Series 63, Series 3, Series 7, Series 28, Series 24 and Series 8 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)

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

November 3, 2009 - April 1, 2013

R.M. STARK & CO., INC.

BD
CRD#: 7612
MILWAUKEE, WI
Past

February 3, 2003 - December 15, 2009

1834 INVESTMENT ADVISORS CO.

RIA
CRD#: 105435
MILWAUKEE, WI
Past

December 20, 1996 - November 2, 2009

SEGERDAHL & COMPANY, INC.

BD
CRD#: 39590
MILWAUKEE, WI
Past

February 20, 1996 - February 3, 2003

NORTHERN OAK INTERNATIONAL, LLC

RIA
CRD#: 110948
MILWAUKEE, WI
Past

May 5, 1995 - January 6, 1997

MEGARIAN, INC.

BD
CRD#: 16171
Past

July 19, 1993 - May 5, 1995

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL
Past

January 22, 1982 - July 19, 1993

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI

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: 8/2/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/24/1995
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/1982
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 28
Date: 2/2/1996
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/8/1989
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 8/29/1989
General Securities Sales Supervisor Examination (Options Module & General Module)

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 7612

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