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Timothy P. Prichard

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CRD#: 1511554
TP

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.

Timothy Patrick Prichard, who also goes by Timothy Patrick Pichard, Tim Prichard, Timothy Patrick Pritchard, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1987. Timothy had worked at 9 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Timothy Patrick Pichard | Tim Prichard | Timothy Patrick Pritchard

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

April 25, 2017 - November 17, 2020

MULTI-BANK SECURITIES, INC.

BD
CRD#: 22098
SOUTHFIELD, MI
Past

February 22, 2007 - April 5, 2017

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
LANSING, MI
Past

December 20, 1999 - October 16, 2006

CAMBRIDGE GROUP INVESTMENTS, LTD.

BD
CRD#: 47399
EAST LANSING, MI
Past

January 30, 1998 - May 30, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 2, 1997 - February 3, 1998

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 20838
LANCASTER, PA
Past

March 27, 1997 - May 7, 1997

LOP CAPITAL MARKETS, INC.

BD
CRD#: 29726
BOCA RATON, FL
Past

September 17, 1990 - April 2, 1997

LEHWALD, OROSEY & PEPE INCORPORATED

BD
CRD#: 16677
BOCA RATON, FL
Past

June 16, 1988 - March 6, 1990

LEHWALD, OROSEY & PEPE INCORPORATED

BD
CRD#: 16677
BOCA RATON, FL
Past

February 16, 1988 - June 28, 1988

FIRST STATE INVESTMENTS, INC.

BD
CRD#: 16693
Past

June 24, 1987 - February 23, 1988

MCG PORTFOLIO MANAGEMENT CORP.

BD
CRD#: 7070

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: 6/24/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/13/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MS
MULTI-BANK SECURITIES, INC.
MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: , 8-39547

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1000 Town Center #2300, Southfield, MI 48075
Mailing Address
1000 Town Center #2300, Southfield, MI 48075
Phone number
(248) 291-1100
Established
Michigan since 08/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO5593423
KARSNER, MICHAEL STEPHENCHIEF FINANCIAL OFFICER/TREASURER5751851
MACCAGNONE, DAVID THOMASCEO, CHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT/SECRETARY2077369

Disclosures


Regulatory Event4

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


MULTI-BANK SECURITIES, INC.

CRD#: 22098

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