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TH

Thomas A. Hendrich

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CRD#: 2027181
TH

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.

Thomas Andrew Hendrich, who also goes by Thomas Andrew Hendrich, Tom Hendrich Sr, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1990. Thomas had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Andrew Hendrich | Tom Hendrich Sr

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

June 15, 2012 - February 13, 2013

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
MOBILE, AL
Past

June 15, 2012 - February 13, 2013

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
MOBILE, AL
Past

June 1, 2009 - July 13, 2012

MORGAN STANLEY

RIA
CRD#: 149777
MOBILE, AL
Past

June 1, 2009 - July 13, 2012

MORGAN STANLEY

BD
CRD#: 149777
MOBILE, AL
Past

June 20, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MOBILE, AL
Past

June 20, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MOBILE, AL
Past

August 4, 2005 - June 28, 2006

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MOBILE, AL
Past

September 29, 2003 - June 28, 2006

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MOBILE, AL
Past

September 11, 2002 - October 3, 2003

PAN-AMERICAN INVESTMENT ADVISERS, INC.

RIA
CRD#: 111107
MOBILE, AL
Past

August 30, 2001 - October 3, 2003

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA
Past

January 4, 1999 - August 31, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

June 5, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

April 24, 1990 - June 9, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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
IAR
Series 65
Date: 3/21/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

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


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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