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SJ

Stephen B. Jencks

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CRD#: 1111214
SJ

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.

Stephen Beede Jencks was a registered financial professional .

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

January 26, 2009 - June 4, 2010

FINACORP SECURITIES

BD
CRD#: 41569
MERCER ISLAND, WA
Past

April 17, 2007 - September 19, 2008

TMC BONDS L.L.C.

BD
CRD#: 104507
SEATLE, WA
Past

September 7, 2006 - April 9, 2007

PIPER SANDLER & CO.

BD
CRD#: 665
SEATTLE, WA
Past

January 2, 2004 - September 18, 2006

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
SEATTLE, WA
Past

May 7, 1998 - November 14, 2006

JENCKS & COMPANY LLC

BD
CRD#: 44494
MERCER ISLAND, WA
Past

August 16, 1995 - December 3, 1997

SEATTLE-NORTHWEST SECURITIES CORPORATION

BD
CRD#: 10639
SEATTLE, WA
Past

June 29, 1983 - July 14, 1986

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

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: 3/19/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FINACORP SECURITIES
CALIFORNIA FINA GROUP, INC. | TRADEBONDS.COM | FINACORP SECURITIES, INCORPORATED | FINACORP SECURITIES

CRD#: 41569 / SEC#: , 8-49494

BD
Terminated by SEC on 08/16/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/13/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLUVION SECURITIES, LLCSHAREHOLDER143623
DAVIS, DANIEL JAYGOVERMENT, AGENCY AND MONEY MARKET TRADING2193201
HOLSTEAD, GEORGE B IIIDIRECTOR, SALES AND TRADING2389943
THE HARBOR BANK OF MARYLANDSHAREHOLDER
KIME, MIRAL EONHAHCOO - RISK MANAGER1754630
LENSING, DAVID CASPERPRESIDENT/CEO5103288
LITWIN, ANDREW FRANKCHIEF COMPLIANCE OFFICER/CCO2857571
MCCOY, BRANDON LEEMUNICIPAL TRADING2392972
RIDER, SCOTT ALANGOVERNMENT, AGENCY AND MONEY MARKET TRADING3168094
VAN ZANDT, ARIK KRISTIANCFO/FINOP5485082

Disclosures


Regulatory Event2

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


FINACORP SECURITIES

CRD#: 41569

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