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Thomas E. Bischof

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CRD#: 2996966
TB

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.

Thomas Eugene Bischof, who also goes by Thomas Bischof, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1998. Thomas had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Bischof

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

September 14, 2015 - June 20, 2019

PRE-IPO STREET INC.

BD
CRD#: 173426
Dexter, MO
Past

November 17, 2000 - January 28, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
DEXTER, MO
Past

October 31, 2000 - January 28, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
DEXTER, MO
Past

October 5, 1999 - June 20, 2019

BAGBY WEALTH MANAGEMENT

RIA
CRD#: 117828
DEXTER, MO
Past

December 10, 1998 - October 31, 2000

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

March 5, 1998 - December 15, 1998

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

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
IAR
Series 66
Date: 2/10/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PS
PRE-IPO STREET INC.
BAGBY FINANCIAL SERVICES | PRE-IPO STREET INC. | CROSS CURRENT CAPITAL, INC. | BAGBY FINANCIAL SERVICES, INC.

CRD#: 173426 / SEC#: , 8-69539

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


Main Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Mailing Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Phone number
(631) 595-5305
Established
Missouri since 11/22/1993
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (2 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#
BD 10, INC.100% OWNER OF APPLICANT
PEREYRA, ALVARO LUISCEO5578565
RAVISHANKAR, PRIYACCO5789297
RUSSELL, SARAH DETLINGPRINCIPAL FINANCIAL OFFICER (PFO AND FINOP)6727189

Disclosures


Regulatory Event1

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


PRE-IPO STREET INC.

CRD#: 173426

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