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Sammie K. Gatti

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CRD#: 2646357
SG

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.

Sammie Kay Gatti, who also goes by Sammie K Gatti, was a registered financial professional .

Sammie is a previously registered financial professional and started their career in finance in 1995. Sammie had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sammie K Gatti

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, 2010 - April 9, 2012

COMMERCE WEALTH ADVISERS, LLC

RIA
CRD#: 144449
FRISCO, TX
Past

June 24, 2010 - April 9, 2012

DEWAAY FINANCIAL NETWORK, LLC

BD
CRD#: 30767
FRISCO, TX
Past

May 12, 2006 - May 14, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
DALLAS, TX
Past

April 16, 2004 - May 14, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
DALLAS, TX
Past

November 10, 1995 - April 19, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

November 10, 1995 - April 19, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

October 9, 1995 - November 21, 1995

SUNPOINT SECURITIES, INC.

BD
CRD#: 25442
LONGVIEW, TX

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: 4/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CW
COMMERCE WEALTH ADVISERS, LLC
COMMERCE WEALTH ADVISERS, LLC | DEWAAY ADVISORY | DEWAAY ADVISORY, LLC | INSIGHT WEALTH MANAGEMENT | KARSTEN FINANCIAL, LP | STRATEGIC WEALTH ADVISORY GROUP | THE BOTSFORD GROUP, INC

CRD#: 144449 / SEC#: 801-68078

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Contact information


Main Address
8711 Northpark Court, Johnston, IA 50131
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

COMMERCE WEALTH ADVISERS, LLC (3/28/2014)

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


COMMERCE WEALTH ADVISERS, LLC

CRD#: 144449

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