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BS

Bridget E. Steele

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CRD#: 2591709
BS

Professional summary

Bridget Elaine Steele was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bridget is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Bridget had worked at 2 firms, which includes MILKIE/FERGUSON INVESTMENTS INC., PFS INVESTMENTS INC..

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bridget Elaine Love | Bridget Elaine Mckee

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 14, 2006 - August 14, 2006

MILKIE/FERGUSON INVESTMENTS, INC.

BD
CRD#: 17606
DALLAS, TX
Past

June 19, 2000 - July 25, 2006

PFS INVESTMENTS INC.

BD
CRD#: 10111
SUGARLAND, TX
Past

May 21, 1996 - December 31, 1998

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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: 4/27/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 5/20/1996
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/26/2000
Investment Company Products/Variable Contracts Principal Examination

Current Firm

MI
MILKIE/FERGUSON INVESTMENTS, INC.
BAINBRIDGE, CONNALLY & LEOPOLD, INC. | MILKIE/FERGUSON INVESTMENTS, INC. | BAINBRIDGE, CONNALLY AND LEOPOLD, INCORPORATED

CRD#: 17606 / SEC#: , 8-36226

BD
Terminated by SEC on 09/24/2012
PREMIUM
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Contact information

Main Address
Mailing Address
Phone number
Established
Texas since 04/23/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
MILKIE, EDWARD MICHAELPRESIDENT/CEO871257
FUCO INVESTMENTS, INCSHAREHOLDER
AIZEN, MANNYVICE PRESIDENT, IA COMPLIANCE OFFICER1676247
MCFARLANE, TERI MICHELLECHIEF COMPLIANCE OFFICER1936786
ZELLER, THOMAS MARKFINOP5227458

Disclosures

Regulatory Event8
Civil 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

MILKIE/FERGUSON INVESTMENTS, INC.

CRD#: 17606

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