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HS

Hugh K. Smith

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CRD#: 2591074
HS

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.

Hugh Kelly Smith, who also goes by Beau Smith, H. Kelly Smith, was a registered financial professional .

Hugh is a previously registered financial professional and started their career in finance in 1995. Hugh had worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Beau Smith | H. Kelly Smith

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 4, 2004 - August 29, 2005

OMEGA RESEARCH CORPORATION

BD
CRD#: 43068
PLANTATION, FL
Past

May 9, 2002 - September 11, 2015

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
RICHARDSON, TX
Past

December 13, 1999 - June 13, 2002

OMEGA RESEARCH CORPORATION

BD
CRD#: 43068
PLANTATION, FL
Past

April 13, 1995 - October 30, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, 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: 12/21/1999
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/12/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/11/2002
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 11/24/2003
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


OR
OMEGA RESEARCH CORPORATION
DIRECT XCHANGE SECURITIES, INC. | OMEGA RESEARCH CORPORATION

CRD#: 43068 / SEC#: , 8-50132

BD
Terminated by SEC on 09/24/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 03/09/2004
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TRADESTATION GROUP, INC.OWNER - PARENT CORPORATION
NIKOLSON, JOSEPHDIRECTOR2831577
SREDNI, SALOMONDIRECTOR4439138
STONE, MARC JVICE PRESIDENT, GENERAL COUNSEL, DIRECTOR, & SECRETARY4439254
SUCHORA, MICHAEL ROBERTFINANCIAL & OPERATIONS PRINCIPAL, SENIOR FINANCIAL OFFICER, AND TREASURER3058093

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


OMEGA RESEARCH CORPORATION

CRD#: 43068

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