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SB

Stephen C. Brubaker

THE TAVENNER COMPANY
SPRINGFIELD, OH 45502
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CRD#: 1095426
SB

Professional summary


Stephen Charles Brubaker, who also goes by Steve Brubaker, is a registered financial professional currently at THE TAVENNER COMPANY located in Springfield, Ohio.

Stephen is registered as a RR (Registered Representative) and started their career in finance in 1983. Stephen has worked at 4 firms and has passed the SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Brubaker

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) - BD


Click below to view Stephen Charles Brubaker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 7, 2005 - Present

THE TAVENNER COMPANY

Office #1: 4910 Old Mechanicsburg Rd., Springfield, OH 45502
BD
CRD#: 18004
SPRINGFIELD, OH
Past

January 6, 1999 - July 18, 2005

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
BEAVERCREEK, OH
Past

December 2, 1997 - December 31, 1998

THE TAVENNER COMPANY

BD
CRD#: 18004
SPRINGFIELD, OH
Past

March 2, 1995 - December 4, 1997

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

August 15, 1994 - December 31, 1994

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

May 20, 1994 - August 15, 1994

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

October 7, 1983 - April 22, 1994

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(7/7/2005)

Exams


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TT
THE TAVENNER COMPANY
LITTLETON FINANCIAL SERVICES, INC. | WESTMINISTER FINANCIAL INVESTMENTS, INC. | THE TAVENNER COMPANY | LITTLETON SECURITIES COMPANY

CRD#: 18004 / SEC#: , 8-41206

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Mailing Address
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Phone number
(937) 399-8415
Established
Ohio since 01/27/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TAVENNER, THOMAS JAMESPRESIDENT4720439
TAVENNER, WILLIAM JAMES SRVICE PRESIDENT/ CHIEF COMPLIANCE OFFICER1508490

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


THE TAVENNER COMPANY

CRD#: 18004Springfield, OH 45502

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