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WN

Warrick M. Norman

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CRD#: 2123955
WN

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.

Warrick Montiercardious Norman, who also goes by Warrick Cardious Montier Norman, was a registered financial professional .

Warrick is a previously registered financial professional and started their career in finance in 1991. Warrick had worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Warrick Cardious Montier Norman

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

January 14, 2009 - February 2, 2012

REGENT INVESTMENT ADVISORS, INC.

RIA
CRD#: 148328
AVENTURA, FL
Past

August 16, 2006 - December 31, 2007

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

February 2, 2005 - April 26, 2006

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
BIRMINGHAM, AL
Past

July 20, 2001 - December 1, 2003

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

June 2, 1997 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

May 9, 1997 - June 2, 1997

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
Past

March 14, 1997 - May 12, 1997

WORLD INVEST CORPORATION

BD
CRD#: 17223
DEERFIELD BEACH, FL
Past

March 5, 1997 - June 11, 1997

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL
Past

February 14, 1997 - April 17, 1997

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

February 2, 1996 - January 23, 1997

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

October 27, 1991 - February 5, 1996

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

March 22, 1991 - September 4, 1991

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

March 22, 1991 - September 4, 1991

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184

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: 2/17/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RI
REGENT INVESTMENT ADVISORS, INC.
NAME 307 | REGENT INVESTMENT ADVISORS, INC.

CRD#: 148328 / SEC#:

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Contact information


Main Address
20900 N E 30th Avenue 8th Floor Suite 12, Aventura, FL 33180
Mailing Address
Phone number
(954) 536-8214
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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


REGENT INVESTMENT ADVISORS, INC.

CRD#: 148328

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