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Shek W. Hui

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CRD#: 2024873
SH

Professional summary


Shek Wai Hui was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Shek is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, Shek had worked at 3 firms, which includes MOMENTIX CAPITAL INC., METROPOLITAN LIFE INSURANCE COMPANY, MSI FINANCIAL 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 16, 1993 - October 12, 1993

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
HAZLET, NJ
Past

March 16, 1990 - March 18, 1998

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

March 16, 1990 - March 18, 1998

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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: 3/21/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MOMENTIX CAPITAL, INC.
MOMENTIX CAPITAL, INC. | TRADERFIELD SECURITIES INC.

CRD#: 20130 / SEC#: , 8-38086

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


Main Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Mailing Address
1 Bethany Road Suite 36, Hazlet, NJ 07730
Phone number
(718) 554-6677
Established
New York since 06/05/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BDM PARTNERS LLCMAJOR SHAREHOLDER
LOONEY, TIMOTHY ANDREWFINOP2727098
MANDERSON, CRAIG MICHAELCEO2738654
SMITH, JEFFREY SCOTTCCO2492551

Disclosures


Regulatory Event5

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


MOMENTIX CAPITAL, INC.

CRD#: 20130

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