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RS

Rickie J. Schoenlein

R.M. STARK & CO.
Lake Worth Beach, FL 33460-4955
Some features on this profile are disabled
CRD#: 1723459
RS

Professional summary


Rickie Joseph Schoenlein, who also goes by Rick Schoelien, Rick Joseph Schoenlein, Rick Schoenlein, Rick Schoenlien, Rickie Joseph Schoenlien, is a registered financial professional currently at R.M. STARK & CO., INC. located in Lake Worth Beach, Florida.

Rickie is registered as a RR (Registered Representative) and started their career in finance in 1987. Rickie has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Schoelien | Rick Joseph Schoenlein | Rick Schoenlein | Rick Schoenlien | Rickie Joseph Schoenlien

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) - BD


Click below to view Rickie Joseph Schoenlein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

December 11, 2001 - Present

R.M. STARK & CO., INC.

Office #1: 730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
BD
CRD#: 7612
Lake Worth Beach, FL
Past

July 28, 1992 - December 11, 2001

PENTAD SECURITIES, INC.

BD
CRD#: 15161
SUN CITY, AZ
Past

July 19, 1991 - July 28, 1992

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

November 9, 1990 - July 23, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

August 14, 1990 - October 23, 1990

WHITEHALL INVESTMENT SECURITIES, LTD.

BD
CRD#: 21312
Past

August 20, 1987 - August 24, 1990

WAINWRIGHT, AUSTIN, STONE & CO.

BD
CRD#: 10634

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/4/2002)
RR
Colorado
(12/11/2001)
RR
Florida
(10/6/2011)
RR
Illinois
(1/3/2012)
RR
Indiana
(1/4/2002)
RR
Iowa
(1/24/2013)
RR
Kansas
(1/24/2013)
RR
Kentucky
(7/29/2021)
RR
Minnesota
(8/17/2021)
RR
Missouri
(7/27/2021)
RR
Nebraska
(1/24/2013)
RR
North Carolina
(3/22/2022)
RR
Ohio
(3/23/2011)
RR
Oregon
(3/6/2015)
RR
Puerto Rico
(3/20/2014)
RR
Texas
(1/4/2002)
RR
Virginia
(3/29/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/8/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


RS
R.M. STARK & CO., INC.
R.M. STARK & CO., INC. | RM STARK & CO INC.

CRD#: 7612 / SEC#: , 8-22543

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


Main Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Mailing Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Phone number
(561) 243-3815
Established
Florida since 09/29/1988
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (45 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#
RMST HOLDING COMPANY, INC.OWNER
MCTAGUE, ROBIN JAYNECHIEF COMPLIANCE OFFICER1438670
STARK, GARY LESTERCEO433866
STARK, GARY LESTERFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, MUNICIPAL SECURITIES PRINCIPAL, REGISTERED OPTIONS PRINCIPAL433866

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


R.M. STARK & CO., INC.

CRD#: 7612Lake Worth Beach, FL 33460-4955

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