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Mauricio A. Gutierrez

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CRD#: 1440726
MG

Professional summary


Mauricio Andres Gutierrez was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mauricio is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Mauricio had worked at 3 firms, which includes DOMINION INVESTOR SERVICES INC., ADVANTAGE CAPITAL CORPORATION, RAUSCHER PIERCE REFSNES 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

September 19, 1991 - December 31, 1992

DOMINION INVESTOR SERVICES, INC.

BD
CRD#: 21548
MARBLE FALLS, TX
Past

September 1, 1987 - October 3, 1989

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

February 19, 1986 - June 12, 1986

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663

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: 1/27/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DI
DOMINION INVESTOR SERVICES, INC.
DOMINION INVESTOR SERVICES, INC. | REED SECURITIES COMPANY, INC. | PERFORMAX INVESTMENT SERVICES, INC.

CRD#: 21548 / SEC#: , 8-39029

BD
Terminated by SEC on 12/20/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 03/14/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DOMINION FINANCIAL SERVICES, INC.PARENT/SHAREHOLDER
CRISLER, SHIRLEY MAEIP, SR VICE PRESIDENT, DIRECTOR, CORPORATE SECRETARY, CHIEF COMPLIANCE OFFICER2118069
SHROPSHIRE, CAMERON EDWARD IIIVICE PRESIDENT, CHIEF FINANCIAL OFFICER, FINOP2233524
SMITH, RIX CARLTONPRESIDENT, CEO, DIRECTOR, GP, MP,OP1061442

Disclosures


Regulatory 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


DOMINION INVESTOR SERVICES, INC.

CRD#: 21548

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