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ET

Eamon J. Twomey

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CRD#: 2521076
ET

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.

Eamon Joseph Twomey was a registered financial professional .

Eamon is a previously registered financial professional and started their career in finance in 1994. Eamon had worked at 14 firms and has passed the Series 63, Series 72, Series 99TO, Series 57TO, Series 52TO, SIE, Series 3, Series 55, Series 7, Series 10, Series 9, Series 27, Series 4, Series 53 and Series 24 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

May 13, 2024 - October 28, 2025

ETC BROKERAGE SERVICES, LLC

BD
CRD#: 145276
Greenwood Village, CO
Past

May 4, 2022 - December 20, 2023

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
OMAHA, NE
Past

May 3, 2022 - December 20, 2023

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

August 1, 2013 - August 14, 2015

OPTIONSXPRESS, INC.

BD
CRD#: 103849
Lone Tree, CO
Past

June 14, 2013 - January 10, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

March 16, 2012 - March 15, 2013

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
WINDSOR, CT
Past

March 16, 2012 - May 7, 2013

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

BD
CRD#: 37819
WINDSOR, CT
Past

March 16, 2012 - May 7, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
WINDSOR, CT
Past

April 1, 2010 - February 28, 2012

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

April 17, 2007 - March 31, 2010

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

March 9, 2005 - April 25, 2007

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

January 30, 2003 - July 3, 2006

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
DENVER, CO
Past

November 12, 2001 - November 15, 2002

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

June 5, 1995 - November 26, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

December 20, 1994 - May 18, 1995

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY

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: 10/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/22/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EB
ETC BROKERAGE SERVICES, LLC
COLLECTIVE FINANCIAL SERVICES, LLC | ETC BROKERAGE SERVICES, LLC

CRD#: 145276 / SEC#: , 8-67719

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


Main Address
5430 Lbj Freeway Suite 320, Dallas, TX 75240
Mailing Address
1 Equity Way, Westlake, OH 44145
Phone number
(877) 403-0369
Established
Connecticut since 05/23/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
DESICH, JEFFREY ALANVICE PRESIDENT2771522
DESICH, RICHARD ANTHONY JRVICE PRESIDENT2634014
AMACHER, CATHERINE COMBSCEO3168184
KOSINSKI, THOMAS JAMESFINOP6712417
MOORE, JONATHAN KIELPRESIDENT, COO2312492
STRICKLAND, JASON LEECHIEF COMPLIANCE OFFICER5013990
TRUKSHANIN, MIKHAILCFO, PFO7436256

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


ETC BROKERAGE SERVICES, LLC

CRD#: 145276

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