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CD

Christa C. Dunn

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CRD#: 1233350
CD

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.

Christa Carey Dunn, who also goes by Christa Marie Carey, was a registered financial professional .

Christa is a previously registered financial professional and started their career in finance in 1984. Christa had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christa Marie Carey

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 25, 2012 - December 31, 2013

PERKINS FUND MARKETING, L.L.C.

BD
CRD#: 45642
SOUTHPORT, CT
Past

October 25, 1999 - October 3, 2011

PERKINS FUND MARKETING, L.L.C.

BD
CRD#: 45642
SOUTHPORT, CT
Past

January 13, 1997 - December 15, 1997

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

November 23, 1994 - January 13, 1997

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

October 30, 1987 - July 26, 1993

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

June 19, 1985 - October 1, 1987

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

January 25, 1984 - June 13, 1985

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209

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: 6/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PF
PERKINS FUND MARKETING, L.L.C.
PERKINS FUND MARKETING, L.L.C. | SASCO HILL SECURITIES, LLC

CRD#: 45642 / SEC#: , 8-51126

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


Main Address
1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
Mailing Address
1001 N Us Highway 1 Suite 204, Jupiter, FL 33477
Phone number
(954) 953-6350
Established
Delaware since 05/05/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PERKINS, GILMAN CRAIGPRESIDENT, PFO, POO,2710210
ARMSTRONG, HOWARD DEANECCO865141

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


PERKINS FUND MARKETING, L.L.C.

CRD#: 45642

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