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RI

Robert E. Immig

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CRD#: 254800
RI

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 Edward Immig, who also goes by Bob Immig, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 14 firms and has passed the Series 63, SIE, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Immig

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

June 24, 2013 - November 17, 2014

MIDKIFF & STONE CAPITAL GROUP, INC.

BD
CRD#: 10231
CARLSBAD, CA
Past

August 3, 2009 - December 31, 2011

CAMBRIA CAPITAL, LLC

BD
CRD#: 133760
SALT LAKE CITY, UT
Past

March 6, 2007 - March 27, 2008

EQUITY TRADING ONLINE, LLC

BD
CRD#: 104038
NEW YORK, NY
Past

June 16, 1998 - October 5, 2005

FASCO INTERNATIONAL, INC.

BD
CRD#: 31009
WALNUT, CA
Past

September 22, 1997 - February 5, 1998

LUMIERE SECURITIES, INC.

BD
CRD#: 13414
DENVER, CO
Past

June 6, 1997 - September 5, 1997

STRATEGIC RESOURCE MANAGEMENT, INC.

BD
CRD#: 28974
AURORA, CO
Past

March 7, 1996 - June 13, 1997

GLOBAL FINANCIAL GROUP, INC.

BD
CRD#: 23958
MINNEAPOLIS, MN
Past

August 15, 1995 - January 26, 1996

FIRST ASSOCIATED SECURITIES GROUP, INC.

BD
CRD#: 20597
CHICO, CA
Past

May 10, 1995 - July 26, 1995

FIN-ATLANTIC SECURITIES, INC.

BD
CRD#: 25523
JUPITER, FL
Past

January 25, 1993 - January 9, 1995

ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC.

BD
CRD#: 8350
DENVER, CO
Past

October 26, 1990 - January 21, 1993

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

February 15, 1989 - September 26, 1990

FIRST EAGLE, INC.

BD
CRD#: 16509
Past

August 5, 1986 - January 14, 1989

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

November 20, 1985 - May 2, 1986

FIRST EAGLE, INC.

BD
CRD#: 16509
Past

October 28, 1982 - August 13, 1986

DEVANNEY, BURGIN, SHANACY, INC.

BD
CRD#: 7167

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: 1/10/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/18/1970
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


M&
MIDKIFF & STONE CAPITAL GROUP, INC.
MIDKIFF & STONE CAPITAL GROUP, INC. | MIDKIFF CAPITAL GROUP, INC.

CRD#: 10231 / SEC#: , 8-26726

BD
Terminated by SEC on 10/12/2020
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Contact information


Main Address
Carlsbad, CA
Mailing Address
Phone number
(760) 683-5231
Established
Connecticut since 04/23/1981
Firm type
Corporation
Fiscal year end
March
# of Employees
1

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MIDKIFF, MORRIS EZRAPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND OWNER852872
MIDKIFF, MARY MARGARETSECRETARY

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 4,200,000

Disclosures


Regulatory Event1
Arbitration1

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


MIDKIFF & STONE CAPITAL GROUP, INC.

CRD#: 10231

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