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BT

Bayard F. Tracy

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CRD#: 2353422
BT

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.

Bayard Francis Tracy was a registered financial professional .

Bayard is a previously registered financial professional and started their career in finance in 1994. Bayard had worked at 4 firms and has passed the Series 63, Series 65, Series 52, Series 6 and Series 26 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

March 15, 2005 - August 24, 2005

RMIN SECURITIES, INC.

BD
CRD#: 47274
DENVER, CO
Past

January 21, 2005 - December 31, 2017

THE INSTITUTE

RIA
CRD#: 127207
DENVER, CO
Past

March 10, 2003 - April 1, 2003

AMERICAN SKANDIA ADVISORY SERVICES, INC.

RIA
CRD#: 109211
SHELTON, CT
Past

September 2, 1994 - April 1, 2003

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT

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: 9/25/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/14/2000
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RS
RMIN SECURITIES, INC.
RMIN SECURITIES | THIS IS A NAME CORRECTION NOT A NAME CHANGE. | RMIN, INC. SECURITIES | RMIN SECURITIES, INC.

CRD#: 47274 / SEC#: , 8-51724

BD
Terminated by SEC on 02/16/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 09/01/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROCKY MOUNTAIN INSURANCE NETWORK, INC.OWNER
FENWICK, JOHN JAYFINOP2436951
HYLTON, JOSEPH DALEPRESIDENT4123835
PADWE, STEPHEN JOSEPHINVESTMENT ADVISER MANAGER, CHIEF COMPLIANCE OFFICER5199327
WASLEY, TERRANCE JOHNBOARD CHAIR/CEO1403863

Disclosures


Regulatory Event1

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


RMIN SECURITIES, INC.

CRD#: 47274

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