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TK

Theodore B. Kirkby

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CRD#: 270661
TK

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.

Theodore Brock Kirkby, who also goes by Theodore Brock Kirby, Ted Kirkby, Theodore Brock Kirkby Sr, was a registered financial professional .

Theodore is a previously registered financial professional and started their career in finance in 1970. Theodore had worked at 12 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Theodore Brock Kirby | Ted Kirkby | Theodore Brock Kirkby Sr

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 24, 2004 - April 30, 2007

WRP INVESTMENTS, INC.

BD
CRD#: 7365
ORCHARD PARK, NY
Past

September 15, 1987 - May 24, 2004

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

June 23, 1986 - September 21, 1987

GROWTH FACTS,INC.

BD
CRD#: 4413
Past

March 23, 1981 - June 2, 1986

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

September 10, 1979 - March 27, 1981

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

August 16, 1977 - March 11, 1986

FITTIN, CUNNINGHAM & LAUZON, INC.

BD
CRD#: 6866
Past

May 14, 1975 - September 8, 1977

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621
Past

October 24, 1973 - June 27, 1975

CORNERSTONE FINANCIAL SERVICES, INC.

BD
CRD#: 953
Past

August 31, 1972 - February 2, 1973

REBER MUNDT & COMPANY INC

BD
CRD#: 1000007
Past

September 20, 1971 - October 5, 1972

SECURITY INVESTMENT SERVICES CORP.

BD
CRD#: 760
Past

October 5, 1970 - November 9, 1973

TOWN SQUARE SECURITIES INC

BD
CRD#: 1000005
Past

May 13, 1970 - December 30, 1971

THE FIRST BUFFALO CORPORATION

BD
CRD#: 300

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


General Industry/Product Exam
RR
Series 1
Date: 8/15/1961
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 4/28/1970
General Securities Principal Examination

Current Firm


WI
WRP INVESTMENTS, INC.
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | WRP INVESTMENTS, INC.

CRD#: 7365 / SEC#: 801-39365, 8-21374

BD
Terminated by SEC on 09/10/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 11/12/1976
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SAIAS FORM ADV PART 2A (10/10/2014)

Direct owners and executive officers


NamePositionCRD#
STERNE AGEE FINANCIAL SERVICES, INC.OWNER18456
OLSEN, JOHN GERALDCCO1395283

Disclosures


Regulatory Event3
Arbitration1
Bond1

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


WRP INVESTMENTS, INC.

CRD#: 7365

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