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DP

Dale J. Pinkert

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CRD#: 1675781
DP

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.

Dale Jeffery Pinkert, who also goes by Dale Jeffrey Pinkert, was a registered financial professional .

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

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dale Jeffrey Pinkert

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

June 23, 2000 - November 16, 2001

PEREGRINE FINANCIALS & SECURITIES, INC.

BD
CRD#: 43992
CHICAGO, IL
Past

March 2, 2000 - August 4, 2000

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

June 30, 1999 - May 4, 2000

AMERICAN INCOME SECURITIES

BD
CRD#: 37476
SANTA ANA, CA
Past

July 3, 1995 - July 3, 1997

EQUITY PROGRAMS CORPORATION

BD
CRD#: 6100
SAN DIEGO, CA
Past

January 2, 1992 - August 5, 1993

PRINCETON AMERICAN EQUITIES CORPORATION

BD
CRD#: 14491
PHOENIX, AZ
Past

May 24, 1989 - January 23, 1990

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

November 23, 1987 - January 13, 1988

JP MICHAEL CO.

BD
CRD#: 15119

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: 7/13/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PF
PEREGRINE FINANCIALS & SECURITIES, INC.
PEREGRINE FINANCIALS & SECURITIES, INC. | PF&S

CRD#: 43992 / SEC#: , 8-50521

BD
Cancelled by SEC on 11/19/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 09/05/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PEARSON, THOMAS EUGENECFO AND SECRETARY1844334
WASENDORF, RUSSELL RALPH SRSHAREHOLDER1860076
KLOTZ, JAMES LOUISDIRECTOR OF COMPLIANCE1625281
WING, REBECCA JCHIEF LEGAL OFFICER2950345

Disclosures


Regulatory Event6
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


PEREGRINE FINANCIALS & SECURITIES, INC.

CRD#: 43992

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