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SC

Steven P. Caruso

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CRD#: 2163934
SC

Professional summary


Steven Paul Caruso was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Steven is a previously registered financial professional and started their career in finance in 1991. Prior to being barred, Steven had worked at 6 firms, which includes DYNASTY CAPITAL PARTNERS INC., CETERA ADVISORS LLC, J.P. TURNER & COMPANY L.L.C., GLOBAL CAPITAL SECURITIES CORPORATION, GLOBAL CAPITAL MARKETS LLC, STRATTON OAKMONT INC..

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

August 30, 2007 - November 25, 2011

DYNASTY CAPITAL PARTNERS, INC.

BD
CRD#: 122806
BUFFALO, NY
Past

July 15, 2005 - August 28, 2007

CETERA ADVISORS LLC

BD
CRD#: 10299
ISELIN, NJ
Past

March 28, 2002 - July 18, 2005

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 2, 2001 - March 26, 2002

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

August 16, 1996 - January 2, 2001

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY
Past

December 24, 1991 - August 16, 1996

STRATTON OAKMONT INC.

BD
CRD#: 18692
LAKE SUCCESS, NY

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: 12/30/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


DC
DYNASTY CAPITAL PARTNERS, INC.
DYNASTY CAPITAL PARTNERS, INC. | SOLIDITY CAPITAL CORPORATION

CRD#: 122806 / SEC#: , 8-65532

BD
Terminated by SEC on 09/26/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 06/27/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HINKLE, STEVEN RAYPRESIDENT, DIRECTOR, CHAIRMAN, CCO838034
BIXLER, CLARENCE LEROY JROWNER22327
LOWE, TERRI ELAINECFO & SECRETARY1823203

Disclosures


Civil Event1

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


DYNASTY CAPITAL PARTNERS, INC.

CRD#: 122806

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