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RM

Robert S. Minka

Some features on this profile are disabled
CRD#: 1242065
RM

Professional summary

Robert Stephen Minka was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Robert had worked at 5 firms, which includes INVESTORS RESOURCES GROUP INC., ROUND HILL SECURITIES INC., BOLTON GLOBAL CAPITAL, G.R. STUART & COMPANY INC., NYLIFE SECURITIES LLC.

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

February 23, 1999 - May 30, 2002

INVESTORS RESOURCES GROUP, INC.

BD
CRD#: 45752
VACAVILLE, CA
Past

April 13, 1995 - June 3, 2002

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

February 6, 1995 - April 17, 1995

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

February 16, 1994 - January 13, 1995

G.R. STUART & COMPANY, INC.

BD
CRD#: 29101
MAYNARD, MA
Past

April 27, 1984 - March 3, 1986

NYLIFE SECURITIES LLC

BD
CRD#: 5167

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: 8/14/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/25/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 6/11/1984
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/26/1984
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/7/1994
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 1/27/1994
Financial and Operations Principal Examination

Current Firm

IR
INVESTORS RESOURCES GROUP, INC.
INVESTORS RESOURCES GROUP, INC.

CRD#: 45752 / SEC#: , 8-51161

BD
Terminated by SEC on 10/22/2006
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Contact information

Main Address
Mailing Address
Phone number
Established
California since 07/01/1997
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
OVERHOLTZER, JOHN MARKCEO, CCO, CFO, FINOP, CORPORATE SECRETARY2353144
LYNCH, RONALD PATRICK JRV.P.BUSINESS DEVELOPMENT1540352
CAMPBELL, KEITH WAYNECOO, CCO, SROP/CROP, MP1832122

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

INVESTORS RESOURCES GROUP, INC.

CRD#: 45752

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