Robert M. Hofeditz
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.
Robert Mcdonald Hofeditz, who also goes by Mac Hofeditz, Robert M. Hofeditz, Robert Macdonald Hofeditz, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1994. Robert had worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, Series 79TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 24, 2014 - March 19, 2021
HOULIHAN LOKEY ADVISORS, LLC
September 18, 2012 - March 11, 2014
W.R. HAMBRECHT + CO., LLC
August 25, 2004 - October 1, 2012
PROBITAS FUNDS GROUP, LLC
April 20, 1994 - September 29, 1994
WELLS FARGO SECURITIES INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 3/3/2024
General Securities Representative ExaminationSeries 79TO
Date: 3/3/2024
Investment Banking Registered Representative ExaminationCurrent Firm
HOULIHAN LOKEY ADVISORS, LLC
CRD#: 127835 / SEC#: , 8-66065
Contact information
Documents
Red Flags
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