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JH

Julius E. Hepker

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CRD#: 1447416
JH

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.

Julius Errol Hepker, who also goes by Heppy Hepker, was a registered financial professional .

Julius is a previously registered financial professional and started their career in finance in 1986. Julius had worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Heppy Hepker

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

June 12, 2019 - November 18, 2022

BOURNEHILL INVESTMENT SERVICES, INC.

BD
CRD#: 104003
Sugar Land, TX
Past

November 2, 2018 - June 14, 2019

OSAIC WEALTH, INC.

BD
CRD#: 23131
DALLAS, TX
Past

August 11, 2017 - November 2, 2018

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
DALLAS, TX
Past

January 1, 2004 - August 11, 2017

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
DALLAS, TX
Past

April 11, 1995 - January 1, 2004

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

March 27, 1986 - March 28, 1995

FIDELITY EQUITY SERVICES CORPORATION

BD
CRD#: 17455

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: 11/22/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BI
BOURNEHILL INVESTMENT SERVICES, INC.
BOURNEHILL INVESTMENT SERVICES, INC. | SYNERGY SECURITIES | CREST RETIREMENT PLANNING | CALLAWAY FINANCIAL SERVICES, INC.

CRD#: 104003 / SEC#: , 8-52474

BD
Approved by SEC on 08/22/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 01/05/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
IHT HOLDING, INC.SHAREHOLDER
BILESKI, JERRY THOMASPRESIDENT2896596
BODKIN, GREGORY PATRICKCHIEF COMPLIANCE OFFICER/FINOP/PRINCIPAL OPERATIONS OFFICER/REGISTERED OPTIONS PRINCIPAL/AMLCO3008389

Disclosures


Regulatory Event3

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


BOURNEHILL INVESTMENT SERVICES, INC.

CRD#: 104003

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