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DH

Douglas J. Hopwood

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CRD#: 1058568
DH

Professional summary


Douglas John Hopwood was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Douglas is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Douglas had worked at 6 firms, which includes WRP INVESTMENTS INC., COVATO/LIPSITZ INC., PROSPERA FINANCIAL SERVICES INC., AMERIPRISE ADVISOR SERVICES INC., MORGAN STANLEY DW INC., PARKER/HUNTER INCORPORATED.

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

April 8, 1997 - May 6, 1998

WRP INVESTMENTS, INC.

BD
CRD#: 7365
YOUNGSTOWN, OH
Past

January 8, 1997 - March 14, 1997

COVATO/LIPSITZ, INC.

BD
CRD#: 8247
PITTSBURGH, PA
Past

June 23, 1992 - October 17, 1996

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

April 14, 1992 - May 4, 1992

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

October 16, 1991 - April 8, 1992

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

October 12, 1987 - February 17, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 24, 1982 - October 20, 1987

PARKER/HUNTER INCORPORATED

BD
CRD#: 7324

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: 9/10/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/30/1993
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 7/22/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


WI
WRP INVESTMENTS, INC.
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | WRP INVESTMENTS, INC.

CRD#: 7365 / SEC#: 801-39365, 8-21374

BD
Terminated by SEC on 09/10/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 11/12/1976
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SAIAS FORM ADV PART 2A (10/10/2014)

Direct owners and executive officers


NamePositionCRD#
STERNE AGEE FINANCIAL SERVICES, INC.OWNER18456
OLSEN, JOHN GERALDCCO1395283

Disclosures


Regulatory Event3
Arbitration1
Bond1

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


WRP INVESTMENTS, INC.

CRD#: 7365

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