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SD

Stephen G. Dervenis

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CRD#: 2217781
SD

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.

Stephen Gus Dervenis, who also goes by Steve G Dervenis, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1993. Stephen had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve G Dervenis

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 8, 2012 - May 15, 2015

BENDIGO SECURITIES, LLC

BD
CRD#: 152529
NEW YOK, NY
Past

May 26, 2010 - October 25, 2010

SPIRE SECURITIES, LLC

BD
CRD#: 144131
MCLEAN, VA
Past

August 26, 1999 - May 8, 2002

E*TRADE GLOBAL ASSET MANAGEMENT, INC.

BD
CRD#: 42890
ARLINGTON, VA
Past

December 9, 1994 - April 22, 1998

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

December 13, 1993 - August 19, 1994

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

January 28, 1993 - May 5, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, 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: 9/24/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/1999
General Securities Principal Examination

Current Firm


BS
BENDIGO SECURITIES, LLC
BENDIGO SECURITIES, LLC | CROWDCLEAR

CRD#: 152529 / SEC#: , 8-68462

BD
Terminated by SEC on 11/28/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/21/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CROWD CLEAR INC.SOLE OWNER
KATZ, MICHAEL RONALDCHIEF COMPLIANCE OFFICER & AML873982
KATZ, MICHAEL RONALDCOO873982
REYES, CHRISTOPHER VALENTINFINOP2105804
TAYLOR, RICHARD DAVIDCEO4944380

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


BENDIGO SECURITIES, LLC

CRD#: 152529

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