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Matthew J. Hobika

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CRD#: 1666917
MH

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.

Matthew Joseph Hobika, who also goes by Mathew Joseph Hobika, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1987. Matthew had worked at 15 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mathew Joseph Hobika

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

July 1, 2005 - October 21, 2005

KIMBALL & CROSS INVESTMENT MANAGEMENT CORP.

BD
CRD#: 2438
BOSTON, MA
Past

April 15, 2003 - June 9, 2005

FIRST DUNBAR SECURITIES CORPORATION

BD
CRD#: 17901
EAST BERLIN, CT
Past

January 2, 2002 - February 10, 2003

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 4, 2001 - January 2, 2002

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

November 15, 2000 - December 22, 2000

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 10, 1999 - November 29, 2000

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

February 27, 1999 - March 26, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

January 10, 1994 - February 10, 1999

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

July 31, 1993 - January 25, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 18, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 20, 1988 - June 7, 1990

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

February 29, 1988 - December 20, 1988

MOORS & CABOT, INC.

BD
CRD#: 594
Past

November 6, 1987 - December 7, 1987

FITZGERALD, DEARMAN & ROBERTS, INC.

BD
CRD#: 317
Past

June 26, 1987 - November 12, 1987

FIRST DEVONSHIRE SECURITIES, INC.

BD
CRD#: 16977
Past

May 21, 1987 - October 27, 1987

GREAT LAKES EQUITIES CO.

BD
CRD#: 16175

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: 11/16/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


K&
KIMBALL & CROSS INVESTMENT MANAGEMENT CORP.
KIMBALL & CROSS | KIMBALL & CROSS LLC | KIMBALL & CROSS INVESTMENT MANAGEMENT CORP. | KIMBALL & CROSS FINANCIAL GROUP

CRD#: 2438 / SEC#: , 8-27504

BD
Terminated by SEC on 02/22/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/26/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KIMBALL & CROSS WEB CAPITAL, INC.HOLDING COMPANY
HUDSON VALLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER
CLIFFORD, JOHN CHANDLERDIRECTOR, CFO, CCO, FIN/OP, CROP/ROP, GEN. SECURITIES PRIN.2249584
DOLLER, CHARLES WILLIAM IIIDIRECTOR2389795
GILLIS, MARK JOSEPHDIRECTOR2381496
LAINE, RICHARD REINO JRDIRECTOR, PRESIDENT, CEO, GENERAL SECURITIES PRINCIPAL2640877
TOBIN, JOHN EDWARDDIRECTOR, TREASURER, GENERAL SECURITIES PRINCIPAL2337695

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


KIMBALL & CROSS INVESTMENT MANAGEMENT CORP.

CRD#: 2438

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