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MT

Michael E. Tippy

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CRD#: 1208488
MT

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.

Michael Edward Tippy was a registered financial professional .

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

August 1, 1991 - October 27, 1993

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

September 4, 1990 - August 5, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 20, 1989 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

May 14, 1988 - May 4, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 18, 1985 - May 14, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 28, 1985 - July 12, 1985

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

November 23, 1983 - October 1, 1984

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

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: 11/28/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CS
CLEARING SERVICES OF AMERICA, INC.
CLEARING SERVICES OF AMERICA, INC. | CLEARING SERVICES OF AMERICA,INC.

CRD#: 23623 / SEC#: , 8-40560

BD
Cancelled by SEC on 11/19/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 12/01/1988
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CSA HOLDINGS, INC.CSA HOLDINGS, INC.
BOHLMAN, NEAL ALBERTVICE PRESIDENT, COMPLIANCE/ SROP CROP3227546
FELDMAN, HARVEY HAROLDPRESIDENT205886
MERTZ, DEBORAH WYNNEFINANCIAL OPERATIONS PRINCIPAL/CFO1725980
MILES, JOSEPH ANDREWVICE PRESIDENT1104254

Disclosures


Regulatory Event6
Civil Event2
Arbitration6

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


CLEARING SERVICES OF AMERICA, INC.

CRD#: 23623

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