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SW

Samuel S. Walker

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CRD#: 1175890
SW

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.

Samuel Sloan Walker, who also goes by Samuel Sloan Walker III, Sloan Walker, was a registered financial professional .

Samuel is a previously registered financial professional and started their career in finance in 1984. Samuel had worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Samuel Sloan Walker Iii | Sloan Walker

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

April 26, 2022 - May 18, 2023

REALTYX, LLC

BD
CRD#: 316304
Westport, CT
Past

March 22, 1984 - September 17, 1984

CROSSMAN-THADDEUS CORPORATION

BD
CRD#: 6622

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: 11/22/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/26/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/27/2021
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RL
REALTYX, LLC
REALTYX, LLC

CRD#: 316304 / SEC#: , 8-70785

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


Main Address
62 Post Road West, Westport, CT 06880
Mailing Address
62 Post Road West, Westport, CT 06880
Phone number
(203) 635-6850
Established
Delaware since 04/09/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BUILDING AND LAND TECHNOLOGY PE FUNDOWNER
HEDGEBAY HOLDINGS, LLCOWNER
TRIPLE POINT LIQUIDITY INC.OWNER
KURIAN, ANDREW SPENCERPRESIDENT/CFO/CCO/FINOP2756309
WALKER, SAMUEL SLOANVP - BUSINESS DEVELOPMENT1175890

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


REALTYX, LLC

CRD#: 316304

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