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DB

Dale E. Bohnet

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CRD#: 2278145
DB

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.

Dale Eugene Bohnet was a registered financial professional .

Dale is a previously registered financial professional and started their career in finance in 1992. Dale had worked at 4 firms and has passed the Series 63, Series 6 and Series 26 exams.

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

April 12, 2004 - August 1, 2005

PREMIER SECURITIES OF AMERICA, INC.

BD
CRD#: 127022
SUWANEE, GA
Past

February 22, 2002 - November 25, 2003

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past

June 6, 1994 - February 15, 2002

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

October 28, 1992 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, 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
RR
Series 63
Date: 10/12/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PS
PREMIER SECURITIES OF AMERICA, INC.
PREMIER SECURITIES OF AMERICA, INC.

CRD#: 127022 / SEC#: , 8-65943

BD
Terminated by SEC on 01/02/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 02/04/2003
Firm type
Corporation
Fiscal year end
January
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CONSORTIUM GROUP, LLCOWNER
CARROLL, DAVID CLIFFORD SRPRESIDENT1541459
EARLY, STEVEN GREGORYCEO/CCO/CFO/FINOP/EXECUTIVE REP.2610587

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


PREMIER SECURITIES OF AMERICA, INC.

CRD#: 127022

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