Kip D. Schoonover

KEYHOUSE ANALYTICS

Sarasota, FL

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CRD#: 2172285

Professional summary

Kip D Schoonover, who also goes by Kip Schoonover, is a registered financial advisor currently at KEYHOUSE ANALYTICS INC. located in Sarasota, Florida.

Kip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kip has worked at 2 firms and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kip Schoonover

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) - RIA

Click below to view Kip D Schoonover's CRS (Customer Relationship Summary).

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

Current

February 19, 2019 - Present

KEYHOUSE ANALYTICS INC.

RIA

CRD#: 292203

Sarasota, FL

Past

July 18, 2018 - October 1, 2018

KEYHOUSE ANALYTICS INC.

RIA

CRD#: 292203

Sarasota, FL

Past

September 3, 1991 - April 4, 2017

J. L. BAINBRIDGE & CO., INC.

RIA

CRD#: 108058

SARASOTA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 2

Date: 8/26/1991

Non-Member General Securities Examination

Current Firm

KEYHOUSE ANALYTICS INC.

KEYHOUSE ANALYTICS | KEYHOUSE ANALYTICS INC.

CRD#: 292203 / SEC#: 801-112713

RIA

Registered Investment Advisory firm - (10/1/2018 Terminated)

Florida

Registered Investment Advisory firm - (2/19/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(941) 735-0049

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 12,235,592

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kip D. Schoonover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kip D Schoonover's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYHOUSE ANALYTICS INC.

KEYHOUSE ANALYTICS INC.

J. L. BAINBRIDGE & CO., INC.

State Registrations and Notice Filings

Exams

Series 2

Date: 8/26/1991

Current Firm

KEYHOUSE ANALYTICS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KEYHOUSE ANALYTICS INC.

TRUST BUT VERIFY

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