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SK

Stewart S. King

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CRD#: 1281217
SK

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.

Stewart Spencer King, who also goes by Stew King, was a registered financial professional .

Stewart is a previously registered financial professional and started their career in finance in 1984. Stewart had worked at 5 firms and has passed the Series 63, Series 6 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stew King

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 3, 2016 - September 20, 2017

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

RIA
CRD#: 162143
Bayboro, NC
Past

October 18, 2005 - December 31, 2010

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
BAYBORO, NC
Past

March 15, 1993 - June 13, 1994

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
Past

November 7, 1989 - March 15, 1993

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

December 13, 1988 - October 11, 1989

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Past

December 12, 1984 - October 4, 1988

V.I.P. FINANCIAL COMPANIES

BD
CRD#: 15100
Past

August 23, 1984 - January 14, 1985

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869

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: 11/16/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


OA
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

CRD#: 162143 / SEC#: 801-76773

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Contact information


Main Address
2090 Marina Avenue, Petaluma, CA 94954
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

CRD#: 162143

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