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Audrey P. Leas

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CRD#: 1645940
AL

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.

Audrey Parker Leas was a registered financial professional .

Audrey is a previously registered financial professional and started their career in finance in 1987. Audrey had worked at 13 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
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

May 4, 2012 - December 31, 2012

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
WEST DES MOINES, IA
Past

November 10, 2005 - May 19, 2010

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

November 9, 2004 - January 21, 2005

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

October 30, 2002 - November 29, 2002

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

May 9, 1996 - October 11, 2002

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
W. PALM BEACH, FL
Past

May 9, 1996 - October 11, 2002

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

February 15, 1996 - May 13, 1996

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

March 16, 1994 - August 18, 1994

D. BLECH & COMPANY, INCORPORATED

BD
CRD#: 26063
NEW YORK, NY
Past

July 12, 1993 - November 29, 1995

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

April 5, 1993 - May 5, 1993

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

September 16, 1992 - January 25, 1993

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

April 30, 1992 - September 24, 1992

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

September 4, 1990 - September 14, 1990

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 2, 1990 - September 4, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

January 19, 1989 - January 2, 1990

GULFSTREAM FINANCIAL ASSOCIATES, INC.

BD
CRD#: 19910
Past

September 24, 1987 - January 31, 1989

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
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: 5/31/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BD
BROKER DEALER FINANCIAL SERVICES CORP.
BANKERS FINANCIAL SERVICES CORP. | INVESTCENTRAL | D. K. THIELEKE SECURITIES, INC. | BROKER DEALER FINANCIAL SERVICES CORP. | BROKER DEALER FINANCIAL & INSURANCE SERVICES CORP. | BDF INVESTMENTS AND IBA SECURITIES

CRD#: 8073 / SEC#: , 8-24220

BD
Terminated by SEC on 02/07/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 09/14/1979
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BDFSC HOLDINGS CORP.OWNER
SHERWOOD, ROBERT DONALDCFO/TREASURER6699856
SHERZAN, MICHAEL THOMASCHAIRMAN / CHIEF COMPLIANCE OFFICER860793

Disclosures


Regulatory Event4
Arbitration2

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


BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

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