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CD

Charles K. Dargan

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CRD#: 1060527
CD

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.

Charles Kent Dargan, who also goes by Charles Kent II Dargan, Charley Dargan Ii, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1982. Charles had worked at 8 firms and has passed the Series 63, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Kent Ii Dargan | Charley Dargan Ii

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 30, 2012 - November 26, 2013

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

April 29, 2005 - July 11, 2008

FIRST GLOBAL SECURITIES, INC.

BD
CRD#: 28612
PASADENA, CA
Past

March 13, 2003 - January 6, 2012

PACIFIC SUMMIT SECURITIES

BD
CRD#: 30993
IRVINE, CA
Past

October 16, 1998 - December 31, 2000

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA
Past

December 13, 1996 - March 11, 1998

L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC

BD
CRD#: 14152
IRVINE, CA
Past

January 20, 1994 - October 22, 1996

ALEXANDER DUNHAM SECURITIES, INC.

BD
CRD#: 23614
LOS ANGELES, CA
Past

January 17, 1990 - May 19, 1993

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
LOS ANGELES, CA
Past

November 22, 1982 - November 21, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

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: 2/8/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/28/1990
General Securities Principal Examination

Current Firm


MC
MERRIMAN CAPITAL, INC.
MERRIMAN & CO. | WESTERN CAPITAL FINANCIAL GROUP | SPIDER SECURITIES, INC. | RTX SECURITIES CORPORATION | MERRIMAN CURHAN FORD & CO. | MERRIMAN CAPITAL, INC.

CRD#: 18296 / SEC#: , 8-36420

BD
Terminated by SEC on 09/25/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/26/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MERRIMAN HOLDINGS, INCPARENT COMPANY
PILTZ, ADRIANAPRESIDENT; CCO5066217
SCAMBIA, ELLEN MARIECFO1320993

Disclosures


Regulatory Event16
Arbitration1

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


MERRIMAN CAPITAL, INC.

CRD#: 18296

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