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SE

Steven H. East

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CRD#: 1091858
SE

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 Howell East, who also goes by Steve Howell East, Steve East, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1985. Steven had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86, Series 3, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Howell East | Steve East

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

May 23, 2013 - May 4, 2017

HEIGHT ANALYTICS, LLC

RIA
CRD#: 149162
WASHINGTON, DC
Past

August 27, 2010 - May 4, 2017

HEIGHT CAPITAL MARKETS

BD
CRD#: 150659
WASHINGTON, DC
Past

July 15, 2009 - May 28, 2010

IRC SECURITIES LLC

BD
CRD#: 150022
WASHINGTON, DC
Past

March 16, 2009 - July 15, 2009

IRC SECURITIES

BD
CRD#: 16049
NEW YORK, NY
Past

February 2, 1995 - October 10, 2008

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
ARLINGTON, VA
Past

October 29, 1993 - October 25, 1994

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX
Past

December 6, 1989 - October 6, 1993

FIRST INTERNET SECURITIES NETWORK

BD
CRD#: 18498
BETHESDA, MD
Past

November 1, 1988 - October 13, 1989

WASHINGTON BROKERAGE SERVICES, INC.

BD
CRD#: 17822
Past

August 7, 1987 - January 12, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

June 6, 1986 - June 4, 1987

BRANCH, CABELL & CO., INC.

BD
CRD#: 6820
Past

September 20, 1985 - April 9, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

July 24, 1985 - August 26, 1985

TRAFALGAR SECURITIES CORP.

BD
CRD#: 15920

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: 5/22/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


HA
HEIGHT ANALYTICS, LLC
HEIGHT ANALYTICS, LLC

CRD#: 149162 / SEC#:

Colorado
Registered Investment Advisory firm - (8/23/2017 Terminated)
Connecticut
Registered Investment Advisory firm - (9/17/2010 Approved)
District of Columbia
Registered Investment Advisory firm - (1/16/2009 Approved)
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Contact information


Main Address
1401 New York Ave Nw Suite 700, Washington, DC 20005
Mailing Address
Phone number
(202) 629-0000
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HEIGHT ANALYTICS, LLC

CRD#: 149162

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