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Christopher J. Roundtree

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CRD#: 2956030
CR

Professional summary


Christopher James Roundtree was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Christopher is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Christopher had worked at 2 firms, which includes SALOMON GREY FINANCIAL CORPORATION, PACIFIC CORTEZ SECURITIES INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Roundtree

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

January 6, 1999 - November 19, 2004

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

January 1, 1998 - December 31, 1998

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA

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: 12/30/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 3/30/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 62
Date: 12/24/1997
Corporate Securities Limited Representative Examination

Current Firm


SG
SALOMON GREY FINANCIAL CORPORATION
RRK SECURITIES | SALOMON GREY FINANCIAL CORPORATION | SALOMON GREY FINANCIAL | RRK SECURITIES, INC.

CRD#: 43413 / SEC#: , 8-50268

BD
Revoked by SEC on 06/01/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/22/1997
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SALOMON GREY FINANCIAL GROUP, INC.75.1% SHAREHOLDER
ROBAR LLC24.9% DIRECT OWNER
CAROTHERS, SCOTT WILLIAMFINANCIAL PRINCIPAL/FINOP
EDWARDS, GRANT ALANEXECUTIVE VICE PRESIDENT, DIRECTOR OF TRADING2745376
ROWE, KYLE BROWNINGCHAIRMAN AND VICE-PRESIDENT, OWNER2310978
SUTTON, KELLYSROP2033974

Disclosures


Regulatory Event5
Civil Event1
Arbitration5
Financial1

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


SALOMON GREY FINANCIAL CORPORATION

CRD#: 43413

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