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DR

David M. Rondeau

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CRD#: 1904325
DR

Professional summary


David Michael Rondeau was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

David is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, David had worked at 7 firms, which includes FINANCIAL WORLD CORPORATION, LH ROSS & COMPANY INC., SCHNEIDER SECURITIES INC., WOODSTOCK FINANCIAL GROUP INC., STERLING FINANCIAL INVESTMENT GROUP INC., SUNPOINT SECURITIES INC., THE CAMELOT GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Neri | David M Rondeau

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

April 6, 2004 - April 28, 2005

FINANCIAL WORLD CORPORATION

BD
CRD#: 41377
OVERLAND PARK, KS
Past

October 7, 2002 - April 20, 2004

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

September 6, 2001 - April 10, 2002

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

December 15, 1999 - January 25, 2001

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

December 1, 1999 - December 15, 1999

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

May 14, 1998 - November 19, 1999

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX
Past

April 8, 1998 - May 19, 1998

THE CAMELOT GROUP, INC.

BD
CRD#: 31091
FT LAUDERDALE, FL

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: 2/4/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FW
FINANCIAL WORLD CORPORATION
FINANCIAL WORLD | FINANCIAL WORLD CORPORATION

CRD#: 41377 / SEC#: , 8-49397

BD
Cancelled by SEC on 07/15/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Kansas since 05/18/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BERVERT, BRADLEY ALLANCHIEF EXECTIVE OFFICER AND CHIEF COMPLIANCE OFFICER2563245
HANSON, SHERRY CONSTANCECOMMON SHAREHOLDER
THE HEDGE FUND, LLCCOMMON SHAREHOLDER
BAHM, DARIN KEITHCOMMON SHAREHOLDER2850903
BELL, WILLIAM KENNETH JRREGISTERED REPRESENTATIVE
BLUNT, MICHAEL EUGENEBRANCH MANAGER2778238
ORENSTEIN, HEYWOOD SETHPRESIDENT2755281

Disclosures


Regulatory Event1

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


FINANCIAL WORLD CORPORATION

CRD#: 41377

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