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EP

Eduardo J. Prado

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CRD#: 2122323
EP

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.

Eduardo Jose Prado was a registered financial professional .

Eduardo is a previously registered financial professional and started their career in finance in 1991. Eduardo had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 28 and Series 24 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

March 26, 2020 - December 31, 2020

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

August 21, 2018 - December 31, 2019

LIGHTPATH CAPITAL, INC

BD
CRD#: 34617
SOUTHLAKE, TX
Past

January 27, 2014 - December 31, 2015

FAIRBRIDGE CAPITAL PARTNERS

RIA
CRD#: 155915
NEWPORT BEACH, CA
Past

August 26, 2013 - August 15, 2016

FAIRBRIDGE CAPITAL MARKETS

BD
CRD#: 103818
NEWPORT BEACH, CA
Past

April 5, 2011 - December 31, 2013

FAIRBRIDGE CAPITAL PARTNERS

RIA
CRD#: 155915
NEWPORT BEACH, CA
Past

September 17, 2010 - March 28, 2012

PENSERRA SECURITIES, LLC

BD
CRD#: 145994
NEWPORT BEACH, CA
Past

June 27, 2003 - June 4, 2010

FINACORP SECURITIES

RIA
CRD#: 41569
IRVINE, CA
Past

February 3, 1997 - June 4, 2010

FINACORP SECURITIES

BD
CRD#: 41569
IRVINE, CA
Past

August 2, 1994 - September 17, 1994

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

December 23, 1992 - July 8, 1997

TDI, INCORPORATED

BD
CRD#: 30629
ENGLEWOOD, CO
Past

May 15, 1991 - April 7, 1993

THE TRADING DESK, INC.

BD
CRD#: 22908

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: 4/7/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 10/28/1996
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


CF
CAMDEN FINANCIAL SERVICES
CAMDEN FINANCIAL SERVICES | ROBERT BRUCE AND COMPANY | CAPPELLO GLOBAL LLC | CAMDEN FINANCIAL SERVICES, INC.

CRD#: 19925 / SEC#: , 8-37303

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


Main Address
4913 Bateman Road, Keller, TX 76244
Mailing Address
4913 Bateman Road, Keller, TX 76244
Phone number
(214) 336-5218
Established
California since 03/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
UCCIFERRI, LOUIEPRESIDENT, FINOP, CHIEF COMPLIANCE OFFICER, AML-CO1156956

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


CAMDEN FINANCIAL SERVICES

CRD#: 19925

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