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BS

Bradley T. Stang

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CRD#: 2458188
BS

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.

Bradley Todd Stang, who also goes by Brad Stang, was a registered financial professional .

Bradley is a previously registered financial professional and started their career in finance in 1994. Bradley had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brad Stang

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

September 14, 2012 - September 5, 2013

CIM SECURITIES, LLC

BD
CRD#: 120852
CENTENNIAL, CO
Past

July 5, 2007 - September 9, 2010

CAPITOL SECURITIES MANAGEMENT, INC.

RIA
CRD#: 14169
TAMPA, FL
Past

July 3, 2007 - September 9, 2010

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
TAMPA, FL
Past

May 14, 2004 - July 13, 2007

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
ST. PETERSBURG, FL
Past

May 5, 2004 - July 13, 2007

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
ST. PETERSBURG, FL
Past

November 13, 2003 - May 5, 2004

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
ST. PETERSBURG, FL
Past

October 1, 2003 - May 5, 2004

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

July 6, 2000 - October 9, 2003

WALNUT STREET ADVISERS INC

RIA
CRD#: 109903
NICEVILLE, FL
Past

December 22, 1998 - October 7, 2003

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

February 26, 1997 - December 22, 1998

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

September 23, 1996 - February 26, 1997

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

March 10, 1995 - August 6, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 13, 1994 - March 2, 1995

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

March 4, 1994 - July 21, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
IAR
Series 65
Date: 3/28/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
CIM SECURITIES, LLC
CIM SECURITIES, LLC

CRD#: 120852 / SEC#: , 8-65351

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


Main Address
Tract B; Asls 77-149, Plat 79-3, Palmer, AK 99645
Mailing Address
Po Box 810, Willow, AK 99688
Phone number
(732) 966-9244
Established
Colorado since 03/21/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (47 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#
CHOICE INVESTMENT MANAGEMENT LLCSHAREHOLDER
CONTE, ULDERICOREGISTERED PRINCIPAL2163160
EMERSON, BRYAN TILLERCEO, CCO, FINOP4155238

Disclosures


Regulatory Event4

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


CIM SECURITIES, LLC

CRD#: 120852

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