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DS

Dalyne L. Shinneman

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CRD#: 1945752
DS

Professional summary


Dalyne Leader Shinneman was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dalyne is a previously registered financial advisor and started their career in finance in 1989. Prior to being barred, Dalyne had worked at 12 firms, which includes RIDGEWAY CONGER ADVISORY SERVICES, RIDGEWAY & CONGER INC., J P TURNER & COMPANY CAPITAL MANAGEMENT LLC, J.P. TURNER & COMPANY L.L.C., NATIONAL SECURITIES CORPORATION, OPPENHEIMER & CO. INC., STIFEL NICOLAUS & COMPANY INCORPORATED, DAIN RAUSCHER INCORPORATED, CLAYTON BROWN & ASSOCIATES INC., NORTHERN TRUST SECURITIES INC., NATCITY INSURANCE SERVICES INC., MIDWEST FINANCIAL GROUP BROKERAGE SERVICES 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

August 11, 2008 - March 27, 2014

RIDGEWAY CONGER ADVISORY SERVICES

RIA
CRD#: 139372
BURR RIDGE, IL
Past

July 22, 2008 - March 27, 2014

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
NEW WOODSTOCK, NY
Past

May 21, 2008 - June 27, 2008

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
BURR RIDGE, IL
Past

May 21, 2008 - June 27, 2008

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
BURR RIDGE, IL
Past

July 13, 2007 - June 11, 2008

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
OAKBROOK TERRACE, IL
Past

September 21, 2004 - June 22, 2007

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CHICAGO, IL
Past

April 19, 2004 - June 22, 2007

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CHICAGO, IL
Past

January 2, 1998 - April 20, 2004

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
CHICAGO, IL
Past

December 16, 1994 - April 20, 2004

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

November 23, 1994 - November 30, 1994

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

August 28, 1991 - November 14, 1994

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664
CHICAGO, IL
Past

February 6, 1991 - July 31, 1991

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

December 6, 1990 - February 4, 1991

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

May 23, 1989 - December 19, 1989

MIDWEST FINANCIAL GROUP BROKERAGE SERVICES, INC.

BD
CRD#: 17509

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: 5/26/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/10/1997
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


RC
RIDGEWAY CONGER ADVISORY SERVICES
RIDGEWAY CONGER ADVISORY SERVICES | RIDGEWAY CONGER ADVISORY SERVICES, INC

CRD#: 139372 / SEC#: 801-66272

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Contact information


Main Address
2123 Main Street, New Woodstock, NY 13122
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CLIENT WRAP FEE BROCHRE JUNE 2014 (6/26/2014)

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


RIDGEWAY CONGER ADVISORY SERVICES

CRD#: 139372

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