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RZ

Robert L. Zrike

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CRD#: 1161447
RZ

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.

Robert Lyall Zrike JR was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1988. Robert had worked at 7 firms and has passed the Series 63, Series 79, Series 3, Series 7, Series 23, Series 9 and Series 10 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

October 1, 2010 - January 2, 2014

GSA CAPITAL ASSOCIATES, LLC

BD
CRD#: 151531
NEW YORK, NY
Past

October 1, 2008 - July 28, 2009

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 22, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

August 24, 2004 - September 6, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

April 8, 2002 - August 15, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

October 12, 2000 - January 23, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

October 19, 1988 - September 6, 2000

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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: 1/6/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/13/1988
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


GC
GSA CAPITAL ASSOCIATES, LLC
GSA CAPITAL ASSOCIATES, LLC

CRD#: 151531 / SEC#: , 8-68377

BD
Terminated by SEC on 11/04/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 07/07/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GLOBAL STRATEGIC ASSOCIATES, LLC100% OWNER
AHLFELD, JAMES BFINANCIAL AND OPERATIONS PRINCIPAL/PRINCIPAL OPERATIONS OFFICER4955796
CALLAHAN, MICHAEL LEONARDPRESIDENT/CCO2533887

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


GSA CAPITAL ASSOCIATES, LLC

CRD#: 151531

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