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SH

Steven G. Howie

AXOS CLEARING LLC
Edison, NJ 08837
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CRD#: 1250905
SH

Professional summary


Steven Girard Howie is a registered financial professional currently at AXOS CLEARING LLC located in Edison, New Jersey.

Steven is registered as a RR (Registered Representative) and started their career in finance in 1984. Steven has worked at 16 firms and has passed the Series 63, Series 52TO, Series 79TO, Series 99TO, SIE, Series 7 and Series 53 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) - BD


Click below to view Steven Girard Howie's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

October 15, 2013 - Present

AXOS CLEARING LLC

Office #1: 110 Fieldcrest Ave 4th Floor, Edison, NJ 08837
BD
CRD#: 117176
Edison, NJ
Past

September 4, 2012 - July 12, 2013

COWEN PRIME SERVICES LLC

BD
CRD#: 153397
SHREWSBURY, NJ
Past

May 26, 2011 - July 25, 2012

RODMAN & RENSHAW, LLC

BD
CRD#: 16415
TINTON FALLS, NJ
Past

October 4, 2010 - May 27, 2011

HUDSON SECURITIES,INC.

BD
CRD#: 10467
TINTON FALLS, NJ
Past

January 16, 2008 - August 19, 2010

MULTITRADE SECURITIES LLC

BD
CRD#: 47485
NEW YORK, NY
Past

January 8, 2008 - August 18, 2010

LIGHTHOUSE FINANCIAL GROUP, LLC

BD
CRD#: 103734
NEW YORK, NY
Past

July 10, 2006 - May 3, 2007

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
NEW YORK, NY
Past

October 22, 2002 - July 14, 2006

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

May 8, 2002 - November 4, 2002

ORMES CAPITAL MARKETS, INC.

BD
CRD#: 32351
NEW YORK, NY
Past

March 9, 2001 - May 8, 2002

WALL STREET ACCESS

BD
CRD#: 10012
NEW YORK, NY
Past

January 8, 1999 - March 12, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

January 1, 1997 - January 19, 1999

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

January 30, 1994 - May 21, 1996

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

May 13, 1993 - January 1, 1994

REICH & CO., INC.

BD
CRD#: 19611
Past

September 3, 1985 - November 15, 1990

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

BD
CRD#: 7404
NEW YORK, NY
Past

September 14, 1984 - September 9, 1985

JII SECURITIES INC.

BD
CRD#: 406

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/10/2015)
RR
Florida
(3/10/2015)
RR
Louisiana
(3/10/2015)
RR
Nebraska
(4/4/2014)
RR
New Jersey
(2/12/2014)
RR
New York
(4/3/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 4/3/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


AC
AXOS CLEARING LLC
AXOS ADVISOR SERVICES | LEGENT CLEARING LLC | LEGENT CLEARING CORP. | LEGENT CLEARING | KP CLEARING, INC. | COR CLEARING LLC | AXOS CLEARING LLC

CRD#: 117176 / SEC#: , 8-53595

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


Main Address
15950 West Dodge Road Suite 300, Omaha, NE 68118
Mailing Address
15950 West Dodge Road Suite 300, Omaha, NE 68118
Phone number
(402) 384-6100
Established
Delaware since 01/22/2004
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
AXOS SECURITIES, LLCSOLE OWNER
CROW, DAVID MICHAELPRESIDENT, AXOS CLEARING, LLC4370102
FAUCHER, KATHY NOELAML OFFICER6323326
GREEN, HOWARD MICHAELCHIEF FINANCIAL OFFICER2535812
KINSELLA, SHAWN ROBERTCHIEF COMPLIANCE OFFICER5793966
PLUMMER, JEFFREY KENTPRINCIPAL OPERATIONS OFFICER4576783
SHIRMANG, STEPHEN LOWELLCHIEF OPERATIONS OFFICER3083416

Disclosures


Regulatory Event13

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


AXOS CLEARING LLC

CRD#: 117176Edison, NJ 08837

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