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EW

Eloise R. Worden

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CRD#: 2654863
EW

Professional summary


Eloise Ruth Worden was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Eloise is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Eloise had worked at 3 firms, which includes BLUE MARBLE FINANCIAL LLC, HUNTINGDON SECURITIES CORPORATION, VARIABLE ASSET STRATEGIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eloise Ruth Kleven | Eloise Ruth Klevin

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

March 24, 2004 - December 14, 2004

BLUE MARBLE FINANCIAL, LLC

BD
CRD#: 103989
IRVING, TX
Past

December 11, 1996 - April 14, 2004

HUNTINGDON SECURITIES CORPORATION

BD
CRD#: 16497
MINOT, ND
Past

March 29, 1996 - December 4, 1996

VARIABLE ASSET STRATEGIES, INC.

BD
CRD#: 37027
GREENWOOD VILLAGE, CO

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: 10/14/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/1997
General Securities Principal Examination

Current Firm


BM
BLUE MARBLE FINANCIAL, LLC
BLUE MARBLE FINANCIAL, INC. | BLUE MARBLE FINANCIAL, LLC

CRD#: 103989 / SEC#: , 8-52454

BD
Terminated by SEC on 10/18/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/09/2001
Firm type
Limited Liability Company
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
Q4I, INC.SHAREHOLDER
STOVALL, RAYMOND P IICEO/PRINCIPAL1057050

Disclosures


Regulatory Event2

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


BLUE MARBLE FINANCIAL, LLC

CRD#: 103989

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