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Patricia A. Preiss

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CRD#: 1530180
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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.

Patricia Ann Preiss, who also goes by Patricia Kuchar, Patricia Preiss, was a registered financial professional .

Patricia is a previously registered financial professional and started their career in finance in 1986. Patricia had worked at 12 firms and has passed the Series 63, Series 7, Series 6, Series 22, Series 24 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Patricia Kuchar | Patricia Preiss

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

December 8, 2009 - December 31, 2010

REGENT CAPITAL GROUP, INC.

BD
CRD#: 126881
WESTLAKE VILLAGE, CA
Past

August 16, 2006 - December 31, 2007

REGENT CAPITAL GROUP, INC.

BD
CRD#: 126881
WESTLAKE VILLAGE, CA
Past

April 8, 2002 - October 8, 2004

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

October 10, 2000 - December 1, 2001

AMERIVET SECURITIES, INC.

BD
CRD#: 34786
NEW YORK, NY
Past

January 31, 2000 - September 27, 2000

CAMDEN SECURITIES, INC.

BD
CRD#: 18305
LOS ANGELES, CA
Past

April 14, 1999 - December 15, 1999

STOCK USA, INC.

BD
CRD#: 40687
EL CAJON, CA
Past

October 12, 1998 - March 25, 1999

AMERIVET SECURITIES, INC.

BD
CRD#: 34786
NEW YORK, NY
Past

September 15, 1997 - July 30, 1998

SPECTRUM SECURITIES, INC.

BD
CRD#: 29305
AROURA HILLS, CA
Past

November 25, 1996 - June 13, 1997

CAPITAL MARKETS GROWTH CORPORATION

BD
CRD#: 36302
VENTURA, CA
Past

May 3, 1996 - October 9, 1996

ZEPHYR INTERNATIONAL ENTERPRISES, LTD.

BD
CRD#: 30155
WESTLAKE VILLAGE, CA
Past

August 21, 1991 - October 3, 1995

CHADWICK FINANCIAL GROUP, INC.

BD
CRD#: 15368
Past

May 14, 1991 - August 13, 1991

TRADEPORTAL SECURITIES, INC.

BD
CRD#: 25001
ALISO VIEJO, CA
Past

October 19, 1988 - March 6, 1991

DUNMAN RESOURCES, INC.

BD
CRD#: 16799
TORRANCE, CA
Past

June 2, 1988 - October 18, 1988

BROKERS INVESTMENT CORPORATION

BD
CRD#: 16607
Past

December 1, 1986 - July 13, 1988

DUNMAN RESOURCES, INC.

BD
CRD#: 16799
TORRANCE, CA

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: 6/26/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RC
REGENT CAPITAL GROUP, INC.
REGENT CAPITAL GROUP, INC.

CRD#: 126881 / SEC#: , 8-65923

BD
Terminated by SEC on 08/20/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 02/20/2003
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UCCIFERRI, LOUIEPRESIDENT AND CCO1156956
MROZ, STANLEY JOHN JRFINOP3192574

Disclosures


Regulatory Event1

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


REGENT CAPITAL GROUP, INC.

CRD#: 126881

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