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Stephen R. Kraakevik

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CRD#: 2220969
SK

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 Ray Kraakevik was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1992. Stephen had worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

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

September 24, 2014 - December 31, 2014

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
CASTLE ROCK, CO
Past

July 26, 2011 - October 22, 2012

KBR CAPITAL MARKETS, LLC

BD
CRD#: 128800
PALO ALTO, CA
Past

April 18, 2011 - July 20, 2011

PLYMOUTH REAL ESTATE CAPITAL, LLC

BD
CRD#: 151910
BOSTON, MA
Past

October 9, 2008 - January 7, 2010

CM SECURITIES, LLC

BD
CRD#: 127136
LAS VEGAS, NV
Past

April 3, 2007 - March 13, 2008

RIDGEWOOD SECURITIES CORPORATION

BD
CRD#: 15453
MONTVALE, NJ
Past

November 15, 2006 - February 6, 2007

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

October 14, 2002 - October 20, 2005

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

March 30, 1992 - February 26, 2002

FIRST TRUST PORTFOLIOS L.P.

BD
CRD#: 28519
WHEATON, IL

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: 4/2/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RO
RICHFIELD ORION INTERNATIONAL, INC.
RICHFIELD ORION INTERNATIONAL, INC. | SAN JACINTO SECURITIES, INC.

CRD#: 24433 / SEC#: , 8-41166

BD
Approved by SEC on 06/02/1989
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/09/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
RICHFIELD ORION INTERNATIONAL, LLCPARENT COMPANY
STUART, JAMES BRETTCEO,CFO,DIRECTOR, CCO3022149

Disclosures


Regulatory Event9
Arbitration1

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


RICHFIELD ORION INTERNATIONAL, INC.

CRD#: 24433

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