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TK

Tami M. Kautzman

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CRD#: 2535718
TK

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.

Tami Marie Kautzman was a registered financial professional .

Tami is a previously registered financial professional and started their career in finance in 1994. Tami had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 22 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

July 28, 2017 - November 17, 2017

FIVE 9 SECURITIES, LLC

BD
CRD#: 114853
LADERA RANCH, CA
Past

November 2, 2016 - June 28, 2017

OSPREY PARTNERS LLC

BD
CRD#: 38122
WESTPORT, CT
Past

March 14, 2014 - October 31, 2016

MORPHEUS SECURITIES LLC

BD
CRD#: 45561
WEST ORANGE, NJ
Past

October 30, 2013 - March 4, 2014

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

September 12, 1994 - February 10, 1997

NATIONAL PARTNERSHIP EQUITIES,INC.

BD
CRD#: 10956
BEVERLY HILLS, CA

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: 12/23/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


F9
FIVE 9 SECURITIES, LLC
BLP ADVISORS, LLC | FIVE 9 SECURITIES, LLC | BLUELAKE PARTNERS, L.L.C.

CRD#: 114853 / SEC#: , 8-53442

BD
Terminated by SEC on 03/07/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/04/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIVE 9 HOLDINGS, LLCSOLE MEMBER
MORGAN, WILLIAM ARTHURFINOP852925
ROGERS, J LEONARD IIICCO/AMLCO/ELECTED MANAGER2680261

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


FIVE 9 SECURITIES, LLC

CRD#: 114853

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