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WS

Wayne W. Schumacher

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CRD#: 1934058
WS

Professional summary


Wayne William Schumacher was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Wayne is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Wayne had worked at 9 firms, which includes FINANCE 500 INC., PACIFIC CORTEZ SECURITIES INCORPORATED, BIRCHTREE FINANCIAL SERVICES LLC, FIRST MIDWEST SECURITIES INC., H.J. MEYERS & CO. INC., GUARDIAN INTERNATIONAL SECURITIES CORP., WHITEHOUSE & MOORE INVESTMENTS INC., TAMARON INVESTMENTS INC., THE STUART-JAMES COMPANY INCORPORATED.

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

October 4, 1995 - April 9, 1996

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

November 9, 1994 - November 2, 1995

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

June 22, 1993 - November 9, 1994

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
MINNEAPOLIS, MN
Past

March 1, 1993 - July 2, 1993

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
BLOOMINGTON, IL
Past

June 9, 1992 - January 26, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

April 1, 1991 - February 12, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

March 15, 1991 - April 15, 1991

GUARDIAN INTERNATIONAL SECURITIES CORP.

BD
CRD#: 8454
Past

October 18, 1990 - March 14, 1991

WHITEHOUSE & MOORE INVESTMENTS, INC.

BD
CRD#: 24738
Past

July 11, 1990 - November 15, 1990

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

May 19, 1989 - July 26, 1990

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

April 18, 1989 - June 7, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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: 8/29/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


F5
FINANCE 500, INC.
FINANCE 500 | FINANCE 500, INC.

CRD#: 12981 / SEC#: , 8-28302

BD
Terminated by SEC on 11/12/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 08/24/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RMB GROUP, LLCOWNER
BENNETT, BRYAN LEEPRESIDENT, COO, DIRECTOR2614924
DIGIORGIO, ANN ELIZABETHMUNI PRINCIPAL735482
DIGIORGIO, ANN ELIZABETHCCO / AML COMPLIANCE OFFICER735482
DIGIORGIO, ANN ELIZABETHCHIEF FINANCIAL OFFICER735482

Disclosures


Regulatory Event16
Arbitration5
Bond1

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


FINANCE 500, INC.

CRD#: 12981

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