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DQ

Dale H. Quenzer

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CRD#: 2006570
DQ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dale Harry Quenzer was a registered financial professional .

Dale is a previously registered financial professional and started their career in finance in 1989. Dale had worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

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

January 7, 2014 - December 31, 2014

TFR ADVISORS LLP

RIA
CRD#: 119755
PLANO, TX
Past

August 1, 2007 - March 8, 2013

WFG ADVISORS, LP

RIA
CRD#: 125073
PLANO, TX
Past

July 18, 2007 - March 8, 2013

WFG INVESTMENTS, INC.

BD
CRD#: 22704
PLANO, TX
Past

January 3, 2007 - July 19, 2007

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
PLANO, TX
Past

October 31, 2006 - July 19, 2007

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
PLANO, TX
Past

November 29, 2002 - November 1, 2006

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
PLANO, TX
Past

May 14, 2001 - December 2, 2002

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

December 20, 1996 - May 9, 2001

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

September 14, 1992 - December 5, 1996

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

December 11, 1989 - September 21, 1992

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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
IAR
Series 66
Date: 12/11/2006
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TA
TFR ADVISORS LLP
TFR ADVISORS LLP

CRD#: 119755 / SEC#: 801-63101

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Contact information


Main Address
5040 Tennyson Parkway, Plano, TX 75024
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A-JUNE 2014 (6/17/2014)

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


TFR ADVISORS LLP

CRD#: 119755

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