EW
Elmo E. Wedderburn
EVERYTHINGHR FINANCIAL SERVICES LLC
Rochester Hills, MI 48307
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CRD#: 1485073
EW
Professional summary
Elmo Eugene Wedderburn is a registered financial advisor currently at EVERYTHINGHR FINANCIAL SERVICES LLC located in Rochester Hills, Michigan.
Elmo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Elmo has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1)4/11/2000-FINRA (NASD) ARBITRATION, SAN FRANCISCO, CA. INVESTMENT RELATED, INDUSTRY ARBITRATOR, LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS.
2) 9/01/1995-HDMA (HAIGHT DIVISADERO NEIGHBORHOOD) SAN FRANCISCO, CA. NOT INVESTMENT RELATED, BOARD MEMBER. ISSUES THAT PERTAIN TO OUR NEIGHBORHOOD (HAIGHT) MEET EVERY OTHER MONTH AFTER WORK. LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS.
3)4/01/2008- ETC ASSOCIATES LLC. ATLANTA, GA. NOT INVESTMENT RELATED, RENTAL SERVICES AND OWNER OF RENTAL PROPERTY. PRESIDENT OF RENTAL PROPERTY, LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS.
4) 5/01/2006-PLAZA RESEARCH, SAN FRANCISCO, CA. NOT INVESTMENT RELATED, FOCUS GROUP PERSON.THEY CALLED ME TO ASK MY OPINION ON NON-FINANCIAL ITEMS.. EXAMPLE CARS. LESS THAN 20 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS.
5) 6/01/2000-SAN FRANCISCO DEPARTMENT OF ELECTION, SAN FRANCISCO, CA. NOT INVESTMENT RELATED, ELECTION INSPECTOR. RESPONSIBLE TO MAKE SURE THAT ELECTION IS CONDUCTED ACCORDINGLY TO THE FED, STATE, AND LOCAL LAWS. I WORK ONCE A YEAR DURING THE GENERAL FEDERAL ELECTION IN NOVEMBER. LESS THAN 20 HRS PER MONTH, ONLY 8 HRS (ON ELECTION DAY) DURING SECURITIES TRADING HOURS.
6)5/05/2008-SOUTHWEST AIRLINES, ALAMEDA, CA.TRAVEL/TRANSPORTATION/TOURISM. NOT INVESTMENT RELATED, CUSTOMER SERVICE AIRLINE TICKET AGENT, 20-40 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HRS.
7)3/2013-CIVICORPS SCHOOLS, MEMBER OF THE BOARD OF DIRECTORS FOR A CHARTER SCHOOL IN OAKLAND, CA. NOT INVESTMENT RELATED.LESS THAN 20 HRS/MONTH AND NOT DURING TRADING HOURS.IF THEY NEED TO BUILD OR SPEND MONEY ON LARGE PROJECTS I WILL HAVE TO VOTE.
8) 10/25/13,CALIFORNIA NOTARY PUBLIC,NO,
SANFRANCISCO,CA,LEGAL SERVICES,REGISTER CALIFORNIA NOTARY PUBLIC,LESS THAN 20,0,SIGNING DOCUMENTS AS A NOTARY PUBLIC.
CRS (Client Relationship Summary) - RIA
Click below to view Elmo Eugene Wedderburn's 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®
NoneExperience
Current
January 12, 2018 - Present
EVERYTHINGHR FINANCIAL SERVICES LLC
Office #1: 1055 South Blvd E Suite 225, Rochester Hills, MI 48307RIA
CRD#: 290201
Rochester Hills, MI
Past
April 28, 2006 - September 14, 2016
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
SAN FRANCISCO, CA
Past
April 28, 2006 - September 14, 2016
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
SAN FRANCISCO, CA
Past
September 12, 2005 - March 9, 2006
E*TRADE CLEARING LLC
BD
CRD#: 25025
JERSEY CITY, NJ
Past
November 6, 2003 - September 27, 2005
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
SAN FRANCISCO, CA
Past
November 6, 2003 - September 27, 2005
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
October 1, 1997 - March 12, 2002
BANC OF AMERICA SECURITIES LLC
BD
CRD#: 26091
NEW YORK, NY
Past
August 31, 1995 - October 1, 1997
MONTGOMERY SECURITIES
BD
CRD#: 4357
SAN FRANCISCO, CA
Past
August 12, 1991 - August 13, 1995
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/12/2018)
IAR
Michigan(1/17/2018)
IAR
Texas(1/31/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/25/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
EF
EVERYTHINGHR FINANCIAL SERVICES LLC
EVERYTHINGHR FINANCIAL SERVICES LLC
CRD#: 290201 / SEC#:
California
Registered Investment Advisory firm - (1/12/2018 Approved)Michigan
Registered Investment Advisory firm - (12/7/2017 Approved)North Carolina
Registered Investment Advisory firm - (11/12/2018 Terminated)Texas
Registered Investment Advisory firm - (1/29/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1055 South Blvd E Suite 225, Rochester Hills, MI 48307
Mailing Address
Phone number
(586) 461-1400
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 22,999,912 |
Red Flags
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Company Information
EVERYTHINGHR FINANCIAL SERVICES LLC
CRD#: 290201Rochester Hills, MI 48307TRUST BUT VERIFY
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