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Stanley L. Lorch

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CRD#: 1493622
SL

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.

Stanley Louis Lorch, who also goes by Stan Lorch, was a registered financial professional .

Stanley is a previously registered financial professional and started their career in finance in 1986. Stanley had worked at 3 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stan Lorch

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 16, 2004 - January 25, 2012

DATATEX INVESTMENT SERVICES INC

RIA
CRD#: 105440
COLLEGE STATION, IL
Past

August 8, 1994 - January 25, 2012

K. W. CHAMBERS & CO.

BD
CRD#: 1432
CLAYTON, MO
Past

April 22, 1986 - May 1, 1990

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

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: 8/5/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DI
DATATEX INVESTMENT SERVICES INC
DATATEX INVESTMENT SERVICES INC

CRD#: 105440 / SEC#: 801-31747

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Contact information


Main Address
7800 Forsyth Blvd Fifth Floor, Clayton, MO 63105
Mailing Address
Phone number
(314) 236-2400
Established
Firm type
Fiscal year end
# of Employees
25

Documents


Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE, DATATEX INVESTMENT SERVICES, INC. (3/28/2022)

Regulatory assets under management


Total Number of Accounts140
AUM (Assets Under Management)$ 38,985,400

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


DATATEX INVESTMENT SERVICES INC

CRD#: 105440

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