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Pedro F. Gonzalez

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CRD#: 1300248
PG

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.

Pedro Felipe Gonzalez, who also goes by Peter Felipe Gonzalez, was a registered financial professional .

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Felipe Gonzalez

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

May 1, 2003 - May 2, 2011

MILKIE/FERGUSON INVESTMENTS, INC.

BD
CRD#: 17606
DALLAS, TX
Past

March 26, 2001 - April 25, 2003

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

July 7, 1998 - April 26, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 16, 1997 - June 26, 1998

RD CAPITAL GROUP, INC.

BD
CRD#: 37470
SAN JUAN, PR
Past

January 8, 1986 - June 30, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 26, 1984 - January 9, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

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: 9/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MI
MILKIE/FERGUSON INVESTMENTS, INC.
BAINBRIDGE, CONNALLY & LEOPOLD, INC. | MILKIE/FERGUSON INVESTMENTS, INC. | BAINBRIDGE, CONNALLY AND LEOPOLD, INCORPORATED

CRD#: 17606 / SEC#: , 8-36226

BD
Terminated by SEC on 09/24/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/23/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MILKIE, EDWARD MICHAELPRESIDENT/CEO871257
FUCO INVESTMENTS, INCSHAREHOLDER
AIZEN, MANNYVICE PRESIDENT, IA COMPLIANCE OFFICER1676247
MCFARLANE, TERI MICHELLECHIEF COMPLIANCE OFFICER1936786
ZELLER, THOMAS MARKFINOP5227458

Disclosures


Regulatory Event8
Civil Event1
Arbitration1

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


MILKIE/FERGUSON INVESTMENTS, INC.

CRD#: 17606

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