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Steven C. Bakerink

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CRD#: 1089885
SB

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.

Steven Craig Bakerink was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1983. Steven had worked at 7 firms and has passed the Series 63, Series 55, 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)


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

June 17, 2004 - February 6, 2012

WBB SECURITIES, LLC

RIA
CRD#: 118440
SAN DIEGO, CA
Past

January 3, 2002 - February 6, 2012

WBB SECURITIES, LLC

BD
CRD#: 118440
SAN DIEGO, CA
Past

June 28, 1999 - February 22, 2002

PACIFIC AMERICAN SECURITIES, LLC

BD
CRD#: 42999
SAN DIEGO, CA
Past

December 16, 1998 - June 28, 1999

ZA ASSOCIATES, INC.

BD
CRD#: 7850
MORRISTOWN, NJ
Past

February 11, 1995 - September 10, 1998

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

December 15, 1994 - December 31, 1994

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
SAN DIEGO, CA
Past

May 31, 1989 - December 16, 1994

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

March 16, 1983 - May 31, 1989

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871

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: 8/23/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 4/3/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WS
WBB SECURITIES, LLC
WBB SECURITIES, LLC | WESTFIELD BAKERINK BROZAK, LLC

CRD#: 118440 / SEC#: , 8-53660

Arkansas
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
California
Registered Investment Advisory firm - SEC (6/17/2004 Approved)
Connecticut
Registered Investment Advisory firm - SEC (12/13/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Missouri
Registered Investment Advisory firm - SEC (1/5/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (7/13/2006 Approved)
New York
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Oregon
Registered Investment Advisory firm - SEC (10/16/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
Texas
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Utah
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
20 Commerce Dr Suite 135, Cranford, NJ 07016
Mailing Address
3111 Camino Del Rio N #400, San Diego, CA 92108
Phone number
(858) 592-9901
Established
New Jersey since 07/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (13 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BROZAK, DEJEAN & ASSOCIATES, LLCOWNER
BROZAK, STEPHEN GILBERTPAUL IIIPRESIDENT, CEO, MANAGING MEMBER1539206
MILLER, MATTHEWTRADING PRINCIPAL, MUNICIPAL SECS PRINCIPAL, OPTIONS PRINCIPAL2229977
THOMAS, MICHELLE DENISECHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER2210435
THORNTON, STEVEN LEEFINOP4496384

Disclosures


Regulatory Event1

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


WBB SECURITIES, LLC

CRD#: 118440

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