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AC

Alix J. Cethoute

BANCROFT CAPITAL
Irving, TX 75039
Some features on this profile are disabled
CRD#: 1791535
AC

Professional summary


Alix Jean Cethoute, who also goes by Alix Jean Cethoute, is a registered financial professional currently at BANCROFT CAPITAL, LLC located in Irving, Texas.

Alix is registered as a RR (Registered Representative) and started their career in finance in 1989. Alix has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 50, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alix Jean Cethoute

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 Alix Jean Cethoute'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

October 20, 2022 - Present

BANCROFT CAPITAL, LLC

Office #1: 5000 Riverside Drive Building 6, Suite 100e, Irving, TX 75039
RIA
BD
CRD#: 290665
Irving, TX
Past

November 27, 2019 - October 11, 2022

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
Dallas, TX
Past

September 1, 2017 - September 30, 2019

GEORGE K. BAUM & COMPANY

BD
CRD#: 36354
Dallas, TX
Past

May 19, 2006 - August 21, 2017

SAMCO CAPITAL MARKETS, INC.

BD
CRD#: 136532
DALLAS, TX
Past

June 29, 2005 - May 19, 2006

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

November 22, 1989 - July 8, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Alabama
(9/25/2023)
RR
Arizona
(9/25/2023)
RR
Arkansas
(9/25/2023)
RR
California
(9/25/2023)
RR
Colorado
(9/25/2023)
RR
Connecticut
(9/25/2023)
RR
Delaware
(9/25/2023)
RR
Florida
(10/20/2022)
RR
Georgia
(9/25/2023)
RR
Illinois
(9/25/2023)
RR
Indiana
(9/25/2023)
RR
Iowa
(9/25/2023)
RR
Kansas
(9/25/2023)
RR
Kentucky
(9/25/2023)
RR
Maine
(9/25/2023)
RR
Maryland
(9/25/2023)
RR
Massachusetts
(9/25/2023)
RR
Michigan
(9/25/2023)
RR
Minnesota
(9/25/2023)
RR
Missouri
(9/25/2023)
RR
New Jersey
(9/25/2023)
RR
New Mexico
(9/25/2023)
RR
New York
(9/25/2023)
RR
North Carolina
(9/25/2023)
RR
Ohio
(9/25/2023)
RR
Oklahoma
(9/26/2023)
RR
Oregon
(9/25/2023)
RR
Pennsylvania
(10/20/2022)
RR
South Carolina
(9/25/2023)
RR
Tennessee
(9/25/2023)
RR
Texas
(10/20/2022)
RR
Utah
(9/25/2023)
RR
Virginia
(9/25/2023)
RR
Wisconsin
(9/25/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/12/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


BC
BANCROFT CAPITAL, LLC
BANCROFT CAPITAL, LLC

CRD#: 290665 / SEC#: , 8-70035

Pennsylvania
Registered Investment Advisory firm - SEC (4/13/2018 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034
Mailing Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034
Phone number
(484) 686-0346
Established
Pennsylvania since 07/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (34 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
QUINN, CAULDON DEANCEO4530968
BANCROFT HOLDINGS, LLCHOLDING CO.
LINDH, COLLEEN MARNIECCO/FINOP1912150

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


BANCROFT CAPITAL, LLC

CRD#: 290665Irving, TX 75039

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