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PD

Pradip G. Daya

J.K. FINANCIAL SERVICES
Norco, CA 92860
Some features on this profile are disabled
CRD#: 2369159
PD

Professional summary


Pradip Govan Daya, who also goes by Pradip Daya, is a registered financial professional currently at J.K. FINANCIAL SERVICES, INC. located in Norco, California.

Pradip is registered as a RR (Registered Representative) and started their career in finance in 1994. Pradip has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pradip Daya

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) - BD


Click below to view Pradip Govan Daya's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

March 22, 2001 - Present

J.K. FINANCIAL SERVICES, INC.

Office #1: 149 Cross Rail Lane Ste. 102, Norco, CA 92860
BD
CRD#: 103728
Norco, CA
Past

September 27, 2000 - March 6, 2001

EQUITY TRUST ADVISORS, INC.

BD
CRD#: 44799
IRVINE, CA
Past

September 7, 2000 - November 8, 2001

INTREPID SECURITIES, INC.

BD
CRD#: 19311
TORRANCE, CA
Past

November 17, 1999 - August 31, 2000

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

April 9, 1998 - December 31, 1999

ANDREW GARRETT INC.

BD
CRD#: 29931
NEW YORK, NY
Past

March 27, 1997 - May 17, 1998

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

June 1, 1995 - March 20, 1997

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA
Past

February 15, 1995 - February 27, 1995

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

January 4, 1995 - January 26, 1995

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

June 10, 1994 - January 14, 1995

MONTANO SECURITIES CORPORATION

BD
CRD#: 7887
ORANGE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/22/2001)
RR
Georgia
(1/17/2007)

Exams


State Security Law Exam
RR
Series 63
Date: 7/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


JF
J.K. FINANCIAL SERVICES, INC.
HUA KANG SECURITIES, INC. | J.K. FINANCIAL SERVICES, INC. | J K FINANCIAL SERVICES, INC

CRD#: 103728 / SEC#: , 8-52214

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
149 Cross Rail Lane Ste. 102, Norco, CA 92860
Mailing Address
149 Cross Rail Lane Ste 102, Norco, CA 92860
Phone number
(714) 704-1818
Established
California since 10/20/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ZHENG, JOE JIANKANGCHIEF FINANCIAL OFFICER, SROP, CROP2318835
HO, LILY MEIXIAPRESIDENT, CEO, CCO4336165

Disclosures


Regulatory Event3

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


J.K. FINANCIAL SERVICES, INC.

CRD#: 103728Norco, CA 92860

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