AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JS

James R. Schenebeck

Some features on this profile are disabled
CRD#: 1176730
JS

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.

James Robert Schenebeck, who also goes by Jim Schenebeck, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1983. James had worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Schenebeck

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

June 3, 2009 - December 31, 2013

INSTITUTIONAL SECURITIES CORPORATION

RIA
CRD#: 20291
LITTLE ROCK, AR
Past

May 20, 2009 - May 24, 2016

INSTITUTIONAL SECURITIES CORPORATION

BD
CRD#: 20291
LITTLE ROCK, AR
Past

January 11, 2002 - June 11, 2009

DORTCH SECURITIES & INVESTMENTS, INC.

BD
CRD#: 42207
LITTLE ROCK, AR
Past

August 28, 2001 - December 31, 2001

ST. BERNARD FINANCIAL SERVICES, INC.

BD
CRD#: 36956
RUSSELLVILLE, AR
Past

September 11, 1998 - May 15, 2001

SOUTHEASTERN SECURITIES, INC.

BD
CRD#: 35502
MIAMI, FL
Past

July 6, 1998 - September 3, 1998

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

October 23, 1996 - August 6, 1998

SIGNAL SECURITIES, INC.

BD
CRD#: 15916
FORT WORTH, TX
Past

August 27, 1996 - October 29, 1996

TDI, INCORPORATED

BD
CRD#: 30629
ENGLEWOOD, CO
Past

November 6, 1991 - June 24, 1996

MASTERS FINANCIAL GROUP, INC.

BD
CRD#: 25747
LITTLE ROCK, AR
Past

January 30, 1991 - August 13, 1991

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 30, 1991 - August 13, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

February 12, 1987 - April 17, 1989

ANGLO-AMERICAN INVESTOR SERVICES CORP.

BD
CRD#: 14278
CHARLOTTESVILLE, VA
Past

May 27, 1986 - September 24, 1986

FIRST INVESTMENT SECURITIES, INC.

BD
CRD#: 13459
Past

March 1, 1984 - January 24, 1985

FIRST INVESTMENT SECURITIES, INC.

BD
CRD#: 13459
Past

August 23, 1983 - February 7, 1984

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179

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
IAR
Series 66
Date: 7/7/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IS
INSTITUTIONAL SECURITIES CORPORATION
INSTITUTIONAL SECURITIES CORPORATION | ISC GROUP, INC.

CRD#: 20291 / SEC#: 801-36967, 8-38158

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3500 Oak Lawn Ave Suite 400, Dallas, TX 75219
Mailing Address
3500 Oak Lawn Ave Suite 400, Dallas, TX 75219
Phone number
(214) 520-1115
Established
Texas since 06/24/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
ISC GROUP, INC.OWNS APPLICANT
HAYES, SCOTT ALLENPRESIDENT2375916
NEIDLINGER, CHRISTOPHER WADECHIEF COMPLIANCE OFFICER2963179
STERLING, DONALD WILLIAMFINANCIAL OPERATIONS PRINCIPAL1192425

Disclosures


Regulatory Event1

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


INSTITUTIONAL SECURITIES CORPORATION

CRD#: 20291

TRUST BUT VERIFY

Monitor James Schenebeck

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics