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RW

Robert M. Wicker

GREAT POINT CAPITAL LLC
AUSTIN, TX 78759
Some features on this profile are disabled
CRD#: 2744792
RW

Professional summary


Robert Milton Wicker, who also goes by Robert Milton Wicker II, is a registered financial professional currently at GREAT POINT CAPITAL LLC located in Austin, Texas.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Milton Wicker Ii

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) - BD


Click below to view Robert Milton Wicker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

June 30, 2015 - Present

GREAT POINT CAPITAL LLC

Office #1: 12301 Research Blvd, Bldg 4 Suite 270, Austin, TX 78759
BD
CRD#: 114203
AUSTIN, TX
Past

September 20, 2012 - July 15, 2013

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
AUSTIN, TX
Past

February 25, 2009 - July 26, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
AUSTIN, TX
Past

May 16, 2005 - December 20, 2007

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

October 27, 2003 - January 25, 2005

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
BOLINGBROOK, IL
Past

July 17, 2000 - March 11, 2003

TRADECAST SECURITIES, LTD.

BD
CRD#: 45501
HOUSTON, TX
Past

September 29, 1998 - June 29, 1999

SUMMIT TRADING, INC.

BD
CRD#: 43160
HOUSTON, TX
Past

April 22, 1997 - October 7, 1998

BLOCK TRADING INC.

BD
CRD#: 36666
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(11/16/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 10/1/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/28/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GP
GREAT POINT CAPITAL LLC
GREAT POINT CAPITAL LLC | MAVERICK BROKERAGE LLC | GREAT POINT TRADING LLC

CRD#: 114203 / SEC#: , 8-53402

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
200 West Jackson Blvd. Suite 1000, Chicago, IL 60606
Mailing Address
200 West Jackson Blvd. Suite 1000, Chicago, IL 60606
Phone number
(312) 356-4405
Established
Delaware since 08/17/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GREAT POINT TRADING LLCMEMBER
DEBELL, GLENN TOWNSENDCCO, SROP, AMLCO2407360
MENGIN, GABRIEL JPRESIDENT5067401
PETERS, ROBERT WILLIAMFINOP1704577

Disclosures


Regulatory Event11

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


GREAT POINT CAPITAL LLC

CRD#: 114203Austin, TX 78759

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