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KA

Kim A. Almendinger

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CRD#: 1037944
KA

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.

Kim Alan Almendinger was a registered financial advisor .

Kim is a previously registered financial advisor and started their career in finance in 1982. Kim had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 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

October 15, 2004 - February 21, 2008

BUTLER, WICK & CO., INC.

RIA
CRD#: 120
BEACHWOOD, OH
Past

October 7, 2004 - February 21, 2008

BUTLER, WICK & CO., INC.

BD
CRD#: 120
BEACHWOOD, OH
Past

September 19, 2001 - November 1, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CLEVELAND, OH
Past

March 30, 2001 - November 1, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 10, 2000 - April 12, 2001

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 1, 1998 - October 19, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

November 2, 1989 - July 1, 1998

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

July 8, 1982 - October 30, 1989

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656

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
IAR
Series 65
Date: 8/2/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BW
BUTLER, WICK & CO., INC.
BUTLER WICK & CO. INC. | BUTLER, WICK & COMPANY | BUTLER, WICK & CO., INC.

CRD#: 120 / SEC#: , 8-30083

BD
Terminated by SEC on 08/23/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 06/27/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STIFEL FINANCIAL CORPSHAREHOLDER
BENNETT, FRANKLIN SEATON JRSECRETARY , GEN. COUNSEL & CH ADMIN OFFICER & CHIEF COMPLIANCE OFFICER FOR BD & IA3104054
CAVALIER, THOMAS JOHNPRESIDENT, CEO, DIRECTOR, SCROP, CROP,ROP821408
MEACHAM, RALPH THOMASCFO & TREASURER2735050

Disclosures


Regulatory Event10
Arbitration2

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


BUTLER, WICK & CO., INC.

CRD#: 120

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