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ES

Edward J. Sowulski

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CRD#: 2598935
ES

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.

Edward J Sowulski, who also goes by Rothenberger, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1995. Edward had worked at 12 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rothenberger

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, 2012 - September 24, 2012

TEXAS E&P PARTNERS, INC.

BD
CRD#: 127228
RICHARDSON, TX
Past

February 21, 2012 - May 7, 2012

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
ALLEN, TX
Past

October 1, 2010 - December 5, 2013

WALL AND COMPANY SECURITIES, INC.

BD
CRD#: 40894
FRISCO, TX
Past

December 4, 2009 - March 9, 2010

MPG FINANCIAL, LLC

BD
CRD#: 146670
RICHARDSON, TX
Past

July 27, 2009 - December 7, 2009

GENERATIONAL CAPITAL MARKETS INC.

BD
CRD#: 145869
DALLAS, TX
Past

March 31, 2008 - July 22, 2009

TEXLARK SECURITIES, LLC

BD
CRD#: 132226
PLANO, TX
Past

November 3, 2006 - January 2, 2008

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

September 21, 2004 - November 2, 2006

AMEREST SECURITIES, INC.

BD
CRD#: 40201
DALLAS, TX
Past

July 1, 2003 - June 14, 2004

REEF SECURITIES, INC.

BD
CRD#: 31951
RICHARDSON, TX
Past

November 7, 2000 - July 2, 2001

MERCER PARTNERS INCORPORATED

BD
CRD#: 44925
NEW YORK, NY
Past

January 18, 2000 - November 6, 2000

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

April 7, 1995 - June 9, 1998

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, 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: 4/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TE
TEXAS E&P PARTNERS, INC.
CHESTNUT ENERGY PARTNERS, INC. | TEXAS E&P PARTNERS, INC. | PLUMMER SECURITIES, INC. | CHESTNUT EXPLORATION PARTNERS, INC.

CRD#: 127228 / SEC#: , 8-65968

BD
Terminated by SEC on 11/22/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/05/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PLUMMER HOLDINGS CORP.PARENT COMPANY

Disclosures


Regulatory Event4
Arbitration3

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


TEXAS E&P PARTNERS, INC.

CRD#: 127228

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