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CC

Clayton L. Cheek

Some features on this profile are disabled
CRD#: 2019224
CC

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.

Clayton Lyle Cheek, who also goes by Clayton L Cheek, Clayton Lyle Cheek, was a registered financial professional .

Clayton is a previously registered financial professional and started their career in finance in 1995. Clayton had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Clayton L Cheek | Clayton Lyle Cheek

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

December 6, 2023 - December 5, 2025

LYNX CAPITAL, LLC

BD
CRD#: 137178
MORAGA, CA
Past

February 16, 2022 - December 5, 2023

SUPERVISION PARTNERS LLC

BD
CRD#: 300528
NEW YORK, NY
Past

July 23, 2021 - January 28, 2022

ELEVATION, LLC

BD
CRD#: 140341
CHARLOTTE, NC
Past

October 13, 2018 - January 14, 2020

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
New York, NY
Past

July 8, 2016 - September 28, 2018

ARTIVEST BROKERAGE LLC

BD
CRD#: 168218
NEW YORK, NY
Past

September 8, 2009 - July 7, 2011

MARTIN CURRIE INVESTOR SERVICES, INC.

BD
CRD#: 39256
NEW YORK, NY
Past

June 11, 2007 - July 14, 2009

MAN INVESTMENTS INC.

BD
CRD#: 15770
NEW YORK, NY
Past

November 7, 1995 - March 10, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, 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
RR
IAR
Series 66
Date: 7/25/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/23/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 6/17/2014
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/25/2008
General Securities Principal Examination

Current Firm

LC
LYNX CAPITAL, LLC
GP GROUP, LLC | LYNX CAPITAL, LLC | LYNX CAPITAL

CRD#: 137178 / SEC#: , 8-67068

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
55 Parson Brown Ct., Moraga, CA 94556
Mailing Address
55 Parson Brown Ct., Moraga, CA 94556
Phone number
(925) 388-0462
Established
California since 10/21/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
DEUTZ, THEODORE JOHNPRESIDENT/CCO2333618
MORGAN, WILLIAM ARTHURFINOP

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

LYNX CAPITAL, LLC

CRD#: 137178

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