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KK

Kevin M. Kirkpatrick

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CRD#: 2332210
KK

Professional summary


Kevin Michael Kirkpatrick was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kevin is a previously registered financial professional and started their career in finance in 1993. Prior to being barred, Kevin had worked at 6 firms, which includes EQUITRADE SECURITIES CORPORATION, OLSEN PAYNE & COMPANY, PACIFIC CORTEZ SECURITIES INCORPORATED, WILSON-DAVIS & CO. INC., R.K. STEELE, R. A. JOHNSON AND COMPANY 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

December 2, 2002 - December 6, 2002

EQUITRADE SECURITIES CORPORATION

BD
CRD#: 29558
LAKE FOREST, CA
Past

August 13, 1996 - November 25, 2002

OLSEN PAYNE & COMPANY

BD
CRD#: 15607
SALT LAKE CITY, UT
Past

July 23, 1996 - August 13, 1996

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

June 29, 1994 - August 8, 1994

WILSON-DAVIS & CO., INC.

BD
CRD#: 3777
SALT LAKE CITY, UT
Past

July 6, 1993 - July 7, 1994

R.K. STEELE

BD
CRD#: 1904
BEVERLY HILLS, CA
Past

March 23, 1993 - June 10, 1993

R. A. JOHNSON AND COMPANY, INC.

BD
CRD#: 10262
SALT LAKE CITY, UT

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: 3/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/10/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


ES
EQUITRADE SECURITIES CORPORATION
EQUITRADE SECURITIES CORPORATION

CRD#: 29558 / SEC#: , 8-44402

BD
Cancelled by SEC on 10/09/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 12/10/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROEBUCK, PHILIP DALEVICE PRESIDENT / CHIEF COMPLIANCE OFFICER2717291
ROEBUCK, STEPHEN HAROLDPRESIDENT, CEO2153655
CARROLL, KIM SANGCFO, COO, FINOP, CROP, SROP, MUNI, SECRETARY2725976

Disclosures


Regulatory Event7
Arbitration2

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


EQUITRADE SECURITIES CORPORATION

CRD#: 29558

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