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AW

Asher D. Wolmark

Some features on this profile are disabled
CRD#: 2064857
AW

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.

Asher Dov Wolmark was a registered financial professional .

Asher is a previously registered financial professional and started their career in finance in 1991. Asher had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 24 and Series 8 exams.

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

March 19, 2015 - December 31, 2019

KINGSBURY CAPITAL, INC.

BD
CRD#: 7638
Evanston, IL
Past

October 28, 2013 - March 17, 2015

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
EVANSTON, IL
Past

June 7, 2013 - January 16, 2026

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

RIA
CRD#: 145658
Skokie, IL
Past

November 8, 2010 - February 28, 2013

AUGMENT SECURITIES INC.

BD
CRD#: 28373
EVANSTON, IL
Past

October 10, 2008 - April 29, 2015

KINGSBURY, LLC

BD
CRD#: 147102
EVANSTON, IL
Past

April 8, 2008 - April 25, 2013

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

RIA
CRD#: 145658
EVANSTON, IL
Past

June 19, 2007 - November 5, 2010

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
EVANSTON, IL
Past

December 1, 2005 - July 12, 2007

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

March 21, 2005 - November 21, 2005

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
CHICAGO, IL
Past

March 21, 2005 - November 21, 2005

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
CHICAGO, IL
Past

December 10, 2003 - March 30, 2005

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
MINNEAPOLIS, MN
Past

December 10, 2003 - March 30, 2005

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 28, 2002 - January 2, 2004

KEYBANC CAPITAL MARKETS INC.

RIA
CRD#: 566
CHICAGO, IL
Past

May 26, 2000 - January 2, 2004

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

August 27, 1992 - June 20, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

November 29, 1991 - August 26, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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: 8/13/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/29/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 1/30/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/10/2008
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/24/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

KC
KINGSBURY CAPITAL, INC.
BLITZ, EDWIN C. | KINGSBURY CAPITAL, INC. | EDWIN C. BLITZ INVESTMENTS, INC. | EDWIN C. BLITZ INVESTMENTS

CRD#: 7638 / SEC#: , 8-22741

BD
Terminated by SEC on 02/09/2020
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Contact information

Main Address
Mailing Address
Phone number
Established
Illinois since 12/20/2000
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
KINGSBURY HOLDINGS, INC.SOLE SHAREHOLDER
FINNERTY, DANIEL GERARDFINOP5602437
VELLON, WILLIAM DAVIDPRESIDENT1954258
WOLMARK, ASHER DOVCHIEF COMPLIANCE OFFICER2064857

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

KINGSBURY CAPITAL, INC.

CRD#: 7638

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