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RB

Ronald K. Brodrick

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CRD#: 1093661
RB

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.

Ronald Kerr Brodrick II, who also goes by Ron Brodrick, Ronald K Brodrick II, Ronald K Brodrick, Ronald Kerr Brodrick 2nd, Ronald Kerr Brodrick Ii, Ronald Kerr Ii Brodrick, Ronald Kerr Brodrick, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 2012. Ronald had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Brodrick | Ronald K Brodrick Ii | Ronald K Brodrick | Ronald Kerr Brodrick 2nd | Ronald Kerr Brodrick Ii | Ronald Kerr Ii Brodrick | Ronald Kerr Brodrick

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

February 21, 2017 - December 26, 2017

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

February 21, 2017 - December 26, 2017

SCOTTRADE, INC.

BD
CRD#: 8206
OAKLAND, CA
Past

August 28, 2014 - July 8, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GREENSBORO, NC
Past

August 28, 2014 - July 8, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
GREENSBORO, NC
Past

January 22, 2013 - June 4, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GREENSBORO, NC
Past

December 22, 2012 - June 4, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GREENSBORO, NC

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
IAR
Series 66
Date: 1/17/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SCOTTRADE INVESTMENT MANAGEMENT
SCOTTRADE INVESTMENT MANAGEMENT | SCOTTRADE INVESTMENT MANAGEMENT, INC.

CRD#: 169988 / SEC#: 801-79217

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Contact information


Main Address
700 Maryville Centre Drive, Saint Louis, MO 63141
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADVISOR ACCESS FROM SCOTTRADE INVESTMENT MANAGEMENT (1/2/2018)

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


SCOTTRADE INVESTMENT MANAGEMENT

CRD#: 169988

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