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Darren M. Kubiak

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CRD#: 1239086
DK

Professional summary


Darren Michael Kubiak was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Darren is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Darren had worked at 9 firms, which includes ADAIR FINANCIAL PRIVATE CLIENT GROUP, KALOS MANAGEMENT, KALOS CAPITAL INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES INC., SIGNATOR INVESTORS INC., VOYA FINANCIAL ADVISORS INC., HORNOR TOWNSEND & KENT LLC, FORESTERS FINANCIAL SERVICES INC..

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

June 23, 2020 - May 28, 2021

ADAIR FINANCIAL PRIVATE CLIENT GROUP

RIA
CRD#: 306300
Johns Creek, GA
Past

January 25, 2008 - October 10, 2019

KALOS MANAGEMENT

RIA
CRD#: 133025
Alpharetta, GA
Past

January 3, 2007 - October 10, 2019

KALOS CAPITAL, INC.

BD
CRD#: 44337
Alpharetta, GA
Past

December 1, 2006 - January 5, 2007

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
LAWRENCEVILLE, GA
Past

October 17, 2005 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
LAWRENCEVILLE, GA
Past

March 21, 2005 - October 20, 2005

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

January 23, 1998 - June 2, 1999

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

November 7, 1991 - January 16, 1998

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

February 23, 1984 - November 5, 1991

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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
IAR
Series 65
Date: 1/22/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AF
ADAIR FINANCIAL PRIVATE CLIENT GROUP
ADAIR FINANCIAL PRIVATE CLIENT GROUP | THE INVESTMENT CENTER | PRIVATE WEALTH PLANNING GROUP LLC | KUBIAK FINANCIAL | CONNER FINANCIAL | ADAIR FINANCIAL PRIVATE CLIENT GROUP LLC

CRD#: 306300 / SEC#:

Florida
Registered Investment Advisory firm - (2/9/2021 Approved)
Georgia
Registered Investment Advisory firm - (6/19/2020 Approved)
New York
Registered Investment Advisory firm - (8/26/2020 Approved)
Ohio
Registered Investment Advisory firm - (4/3/2020 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/9/2020 Approved)
Texas
Registered Investment Advisory firm - (9/24/2021 Approved)
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Contact information


Main Address
West Chester, PA
Mailing Address
Phone number
(302) 545-3595
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts30
AUM (Assets Under Management)$ 10,975,236

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


ADAIR FINANCIAL PRIVATE CLIENT GROUP

CRD#: 306300

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