AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Roger B. Crump

Some features on this profile are disabled
CRD#: 2440621
RC

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.

Roger Brent Crump was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1994. Roger had worked at 7 firms and has passed the Series 63, SIE and Series 6 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

January 20, 2017 - December 31, 2018

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
SALT LAKE CITY, UT
Past

August 2, 2010 - December 12, 2016

GWN SECURITIES INC.

BD
CRD#: 128929
MURRAY, UT
Past

February 15, 2005 - August 4, 2010

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
SALT LAKE CITY, UT
Past

August 25, 2003 - February 15, 2005

PMG SECURITIES CORPORATION

BD
CRD#: 27107
ELGIN, IL
Past

August 27, 1998 - August 19, 2003

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

May 23, 1994 - August 7, 1998

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO
Past

January 14, 1994 - May 23, 1994

PROGRAMMED EQUITIES CORPORATION

BD
CRD#: 21778

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: 3/3/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BP
BROOKLIGHT PLACE SECURITIES, INC.
BROOKLIGHT PLACE SECURITIES, INC. | MTL EQUITY PRODUCTS, INC.

CRD#: 15764 / SEC#: 801-61232, 8-32673

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
16930 E. Palisades Blvd Suite 220, Downers Grove, IL 60515
Mailing Address
16930 E. Palisades Blvd Suite 125, Fountain Hills, AZ 85268
Phone number
(888) 976-0659
Established
Illinois since 08/10/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
TRAC ENTERPRISES LLCSHAREHOLDER
BROKERS ALLIANCE, INC.SHAREHOLDER
TRUHLAR, CHARLES ANTHONYOWNER OF SHAREHOLDER, PRESIDENT, CHIEF COMPLIANCE OFFICER4533534

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


BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

TRUST BUT VERIFY

Monitor Roger Crump

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics