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Scott D. Schroeder

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CRD#: 2277248
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Professional summary


Scott Donovan Schroeder was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Scott is a previously registered financial advisor and started their career in finance in 1992. Prior to being barred, Scott had worked at 4 firms, which includes MILKIE/FERGUSON INVESTMENTS INC., HILLTOP SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS 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

October 12, 2004 - January 27, 2012

MILKIE/FERGUSON INVESTMENTS, INC.

RIA
CRD#: 17606
TOPANGA, CA
Past

October 16, 2003 - January 27, 2012

MILKIE/FERGUSON INVESTMENTS, INC.

BD
CRD#: 17606
TOPANGA, CA
Past

March 9, 1995 - November 7, 2003

HILLTOP SECURITIES INC.

RIA
CRD#: 6220
DALLAS, TX
Past

February 23, 1995 - November 7, 2003

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

July 31, 1993 - February 6, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 9, 1992 - July 31, 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
IAR
Series 65
Date: 10/20/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MI
MILKIE/FERGUSON INVESTMENTS, INC.
BAINBRIDGE, CONNALLY & LEOPOLD, INC. | MILKIE/FERGUSON INVESTMENTS, INC. | BAINBRIDGE, CONNALLY AND LEOPOLD, INCORPORATED

CRD#: 17606 / SEC#: , 8-36226

BD
Terminated by SEC on 09/24/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/23/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MILKIE, EDWARD MICHAELPRESIDENT/CEO871257
FUCO INVESTMENTS, INCSHAREHOLDER
AIZEN, MANNYVICE PRESIDENT, IA COMPLIANCE OFFICER1676247
MCFARLANE, TERI MICHELLECHIEF COMPLIANCE OFFICER1936786
ZELLER, THOMAS MARKFINOP5227458

Disclosures


Regulatory Event8
Civil Event1
Arbitration1

Red Flags


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Company Information


MILKIE/FERGUSON INVESTMENTS, INC.

CRD#: 17606

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