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CM

Christi D. Mcknight

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CRD#: 2293290
CM

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.

Christi Dawn Mcknight, who also goes by Christi Dawn Anderson, Christi Anderson Mcknight, was a registered financial professional .

Christi is a previously registered financial professional and started their career in finance in 1993. Christi had worked at 5 firms and has passed the Series 63, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Christi Dawn Anderson | Christi Anderson Mcknight

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

June 29, 2004 - December 13, 2011

FUND SERVICES ADVISORS, INC. (FSA)

BD
CRD#: 30862
DALLAS, TX
Past

April 18, 2001 - June 28, 2017

BLX GROUP LLC

RIA
CRD#: 111923
DALLAS, TX
Past

March 2, 1998 - July 22, 1999

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

January 2, 1998 - March 2, 1998

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

June 16, 1993 - January 2, 1998

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
DALLAS, TX

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: 10/18/2004
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2001
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


FS
FUND SERVICES ADVISORS, INC. (FSA)
FSA | FUND SERVICES ADVISORS, INC. (FSA) | FUND SERVICES ADVISORS, INC.

CRD#: 30862 / SEC#: , 8-45223

BD
Terminated by SEC on 01/03/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/24/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLX ACQUISITION CORP.OWNER
CREGER, MARK JOHNCHIEF COMPLIANCE OFFICER/DESIGNATED PRINCIPAL2835709
KUMMER, NANCY DFINOP4435754

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


FUND SERVICES ADVISORS, INC. (FSA)

CRD#: 30862

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