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Larry E. Fondren

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CRD#: 2219186
LF

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.

Larry Eugene Fondren, who also goes by Larry E Fondren, was a registered financial professional .

Larry is a previously registered financial professional and started their career in finance in 1992. Larry had worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 28, Series 24 and Series 14 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry E Fondren

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

December 11, 2013 - February 11, 2021

DELPHX SERVICES CORPORATION

BD
CRD#: 141368
MALVERN, PA
Past

January 3, 2007 - September 13, 2013

DELPHX SERVICES CORPORATION

BD
CRD#: 141368
MALVERN, PA
Past

July 20, 2004 - July 23, 2004

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

June 12, 1992 - May 30, 2002

INTERVEST FINANCIAL SERVICES, INC.

BD
CRD#: 29865
MALVERN, PA

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: 1/19/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/2/2023
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination

Current Firm


DS
DELPHX SERVICES CORPORATION
DELPHX SERVICES CORPORATION | OPTIMAL INVESTMENT CORPORATION

CRD#: 141368 / SEC#: , 8-67379

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


Main Address
265 Davidson Avenue, Suite 210, Somerset, NJ 08873
Mailing Address
265 Davidson Avenue, Suite 210, Somerset, NJ 08873
Phone number
(908) 231-1000
Established
Delaware since 02/02/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
DELPHX CORPORATIONOWNER OF ALL DELPHX SERVICES CORPORATION SHARES
DUMONT, SUSAN ELIZABETHCHIEF COMPLIANCE OFFICER2346501
STOUBER, RANDYCHIEF EXECUTIVE OFFICER1104531

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


DELPHX SERVICES CORPORATION

CRD#: 141368

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