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KH

Kevin A. Hoag

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CRD#: 1908521
KH

Professional summary


Kevin Arthur Hoag was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kevin is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Kevin had worked at 7 firms, which includes HOTOVEC POMERANZ & CO. LLC, LLOYD WADE SECURITIES INC., ROUND HILL SECURITIES INC., MORGAN STANLEY DW INC., SUTRO & CO. INCORPORATED, PRUDENTIAL EQUITY GROUP LLC, H.J. MEYERS & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

September 23, 1997 - September 1, 1998

HOTOVEC, POMERANZ & CO., LLC

BD
CRD#: 41178
SAN FRANCISCO, CA
Past

February 20, 1997 - August 15, 1997

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

November 30, 1995 - November 7, 1996

ROUND HILL SECURITIES, INC.

BD
CRD#: 35223
ALAMO, CA
Past

January 5, 1994 - November 13, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

January 22, 1993 - January 14, 1994

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

August 7, 1991 - March 3, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 20, 1988 - August 16, 1991

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

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
IAR
Series 65
Date: 8/11/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HP
HOTOVEC, POMERANZ & CO., LLC
HOTOVEC POMERANZ & CO., INC. | HOTOVEC, POMERANZ & CO., LLC | HOTOVEC, POMERANZ & CO., INC. | HOTOVEC, POMERANZ & CO. | HOTOVEC POMERANZ, INC.

CRD#: 41178 / SEC#: , 8-49324

BD
Cancelled by SEC on 10/09/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 11/02/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HPC VENTURES, LLCPARENT COMPANY
HOTOVEC, THOMAS FRANCISFINANCIAL AND OPERATIONS PRINCIPAL2977555
OLSON, WENDY LEECHIEF COMPLIANCE OFFICER1903253

Disclosures


Arbitration3

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


HOTOVEC, POMERANZ & CO., LLC

CRD#: 41178

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