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KE

Kae A. Ewing

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CRD#: 203437
KE

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.

Kae Alfred Ewing was a registered financial professional .

Kae is a previously registered financial professional and started their career in finance in 1961. Kae had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 15, PC, Series 1 and Series 000 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

September 30, 2013 - September 1, 2016

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
IRVINE, CA
Past

February 27, 2001 - September 24, 2013

WEDBUSH SECURITIES INC.

BD
CRD#: 877
NEWPORT BEACH, CA
Past

August 11, 1997 - February 13, 2001

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

April 8, 1994 - July 17, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 31, 1993 - April 12, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

July 18, 1983 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 26, 1981 - July 1, 1983

EWING, CREATH & BROWN SECURITIES, INC.

BD
CRD#: 8675
Past

November 19, 1979 - June 8, 1983

CASEY FOSS SECURITIES CORPORATION

BD
CRD#: 7709
Past

November 22, 1977 - November 21, 1979

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

November 17, 1976 - November 22, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

November 8, 1974 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

April 17, 1974 - November 8, 1974

SHEARSON, HAMMILL & CO., INCORPORATED

BD
CRD#: 766
Past

March 16, 1961 - May 29, 1974

DUPONT WALSTON, INCORPORATED

BD
CRD#: 870

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: 3/25/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 6/29/1984
Foreign Currency Options Examination
General Industry/Product Exam
RR
PC
Date: 6/8/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 3/16/1961
Registered Representative Examination
General Industry/Product Exam
RR
Series 000
Date: 2/27/1961
General Securities Principal Examination

Current Firm


NC
NEWPORT COAST SECURITIES, INC.
GRANT BETTINGEN, INC. | NEWPORT COAST SECURITIES, INC. | NEWPORT COAST SECURITIES | NEWPORT COAST ASSET MANAGEMENT

CRD#: 16944 / SEC#: 801-67802, 8-34790

BD
Terminated by SEC on 10/02/2016
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Contact information


Main Address
1720 Garry Ave. #108, Santa Ana, CA 92705
Mailing Address
Phone number
Established
California since 03/06/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

PART 2A (3/18/2016)

Direct owners and executive officers


NamePositionCRD#
RUBICON FINANCIAL INCORPORATEDOWNER
KESSLER, KRISTOPHER CHARLESCOO4543640
LEE, KEVIN CHONGCHIEF COMPLIANCE OFFICER3143283
ONESTO, RICHARD ERNESTFINOP/CFO2453096
ONESTO, RICHARD ERNESTCEO2453096

Disclosures


Regulatory Event12
Arbitration7

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


NEWPORT COAST SECURITIES, INC.

CRD#: 16944

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