Homer G. Bidwell
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.
Homer Gerald Bidwell, who also goes by Jerry Bidwill, was a registered financial professional .
Homer is a previously registered financial professional and started their career in finance in 1968. Homer had worked at 3 firms and has passed the Series 41, Series 000, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 9, 2006 - March 9, 2007
CUSO FINANCIAL SERVICES, L.P.
June 5, 1984 - July 23, 2004
AMERITRADE NORTHWEST, INC.
October 16, 1968 - May 31, 1984
BLACK & COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 41
Date: 1/15/1983
NYSE Allied Member ExaminationSeries 000
Date: 9/13/1968
General Securities Principal ExaminationSeries 1
Date: 9/13/1968
Registered Representative ExaminationCurrent Firm
CUSO FINANCIAL SERVICES, L.P.
CRD#: 42132 / SEC#: 801-60300, 8-49711
Contact information
FINRA licenses (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,354 |
| AUM (Assets Under Management) | $ 5,378,345,125 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 01/10/2024 |
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.
