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PK

Paul S. Kropke

X-CHANGE FINANCIAL ACCESS
Chicago, IL 60606
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CRD#: 2572796
PK

Professional summary


Paul Steven Kropke, who also goes by Paul Steven Kropke, is a registered financial professional currently at X-CHANGE FINANCIAL ACCESS, LLC located in Chicago, Illinois.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1995. Paul has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Paul Steven Kropke

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) - BD


Click below to view Paul Steven Kropke's CRS (Customer Relationship Summary).

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


Current

March 10, 2023 - Present

X-CHANGE FINANCIAL ACCESS, LLC

Office #1: 222 W Adams Street Suite 450, Chicago, IL 60606Office #2: 222 W Adams Street Suite 450, Chicago, IL 60606
BD
CRD#: 126201
Chicago, IL
Past

January 3, 2022 - January 12, 2024

MAREX NORTH AMERICA SECURITIES LLC

BD
CRD#: 307508
Chicago, IL
Past

September 12, 2005 - March 17, 2011

FIRST ANALYSIS

RIA
CRD#: 109206
CHICAGO, IL
Past

February 8, 2005 - November 22, 2021

FIRST ANALYSIS SECURITIES CORPORATION

BD
CRD#: 10446
CHICAGO, IL
Past

May 3, 1995 - April 9, 1996

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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: 9/10/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq ISE, LLC

Current Firm


XF
X-CHANGE FINANCIAL ACCESS, LLC
X-CHANGE FINANCIAL ACCESS, LLC

CRD#: 126201 / SEC#: , 8-65860

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


Main Address
222 W Adams Street Suite 450, Chicago, IL 60606
Mailing Address
222 W Adams Street Suite 450, Chicago, IL 60606
Phone number
(312) 235-0320
Established
Illinois since 04/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
MAREX NORTH AMERICA HOLDINGS INCDIRECT PARENT
BATES, CHRISTOPHERCFO/FINOP5648556
GEYE, ANDREW JCEO-SECURITIES DIVISION6323003
KROPKE, PAUL STEVENCHIEF COMPLIANCE OFFICER2572796
MEOLA, ANGELOPRINCIPAL OPERATIONS OFFICER4218349

Disclosures


Regulatory Event32

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


X-CHANGE FINANCIAL ACCESS, LLC

CRD#: 126201Chicago, IL 60606

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