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KD

Karen D. Duckworth

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CRD#: 1130357
KD

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.

Karen Denise Duckworth, who also goes by Karen Denise Bland, Karen Denise Gumm, was a registered financial professional .

Karen is a previously registered financial professional and started their career in finance in 1994. Karen had worked at 12 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Karen Denise Bland | Karen Denise Gumm

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 6, 2012 - November 6, 2012

ESPOSITO SECURITIES, LLC

BD
CRD#: 143710
DALLAS, TX
Past

February 6, 2009 - July 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FRISCO, TX
Past

April 17, 2007 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
FRISCO, TX
Past

October 24, 2006 - March 22, 2007

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
DALLAS, TX
Past

May 25, 2006 - September 19, 2006

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

May 15, 2006 - May 24, 2006

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
DALLAS, TX
Past

June 2, 2003 - May 15, 2006

FULCRUM GLOBAL PARTNERS LLC

BD
CRD#: 104455
NEW YORK, NY
Past

October 30, 2000 - July 23, 2002

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

September 22, 2000 - October 12, 2000

STONEGATE CAPITAL MARKETS, INC.

BD
CRD#: 6376
DALLAS, TX
Past

June 5, 2000 - August 21, 2000

FIRST LONDON SECURITIES CORPORATION

BD
CRD#: 29709
DALLAS, TX
Past

June 24, 1997 - May 16, 2000

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

December 7, 1994 - June 19, 1997

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX

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: 11/1/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 6/5/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


ES
ESPOSITO SECURITIES, LLC
ESPOSITO SECURITIES, LLC

CRD#: 143710 / SEC#: , 8-67596

BD
Terminated by SEC on 06/29/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 12/15/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ESPOSITO FINANCIAL, LLCMEMBER
ESPOSITO, MARK ALLENPRESIDENT, CEO, MSRB PRINCIPAL & CHIEF COMPLIANCE OFFICER2333495
TOWNSEND, JAMES DOUGLASFINOP/CFO/COO2029225

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


ESPOSITO SECURITIES, LLC

CRD#: 143710

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