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KC

Kristina M. Cole

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CRD#: 3025038
KC

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.

Kristina Marie Cole, who also goes by Kristina Marie Vandergriff, was a registered financial professional .

Kristina is a previously registered financial professional and started their career in finance in 1998. Kristina had worked at 8 firms and has passed the Series 66, Series 63, Series 55, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kristina Marie Vandergriff

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 18, 2011 - December 31, 2013

WBB SECURITIES, LLC

RIA
CRD#: 118440
SAN DIEGO, CA
Past

January 18, 2011 - March 12, 2014

WBB SECURITIES, LLC

BD
CRD#: 118440
SAN DIEGO, CA
Past

January 23, 2007 - January 18, 2011

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
SAN DIEGO, CA
Past

November 19, 2004 - January 18, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 31, 2004 - November 9, 2004

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

March 27, 2000 - April 2, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

April 2, 1999 - November 16, 1999

WORLD TRADE FINANCIAL CORPORATION

BD
CRD#: 42638
SAN DIEGO, CA
Past

February 25, 1999 - March 19, 1999

WORLD TRADE FINANCIAL CORPORATION

BD
CRD#: 42638
Past

August 12, 1998 - February 24, 1999

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

August 12, 1998 - April 14, 1999

DEL MAR FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 34638
IRVINE, 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
IAR
Series 66
Date: 1/7/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 3/14/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/16/2004
General Securities Principal Examination

Current Firm


WS
WBB SECURITIES, LLC
WBB SECURITIES, LLC | WESTFIELD BAKERINK BROZAK, LLC

CRD#: 118440 / SEC#: , 8-53660

Arkansas
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
California
Registered Investment Advisory firm - SEC (6/17/2004 Approved)
Connecticut
Registered Investment Advisory firm - SEC (12/13/2022 Terminated)
Florida
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Missouri
Registered Investment Advisory firm - SEC (1/5/2018 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (7/13/2006 Approved)
New York
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Oregon
Registered Investment Advisory firm - SEC (10/16/2013 Terminated)
Pennsylvania
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
Texas
Registered Investment Advisory firm - SEC (11/30/2022 Terminated)
Utah
Registered Investment Advisory firm - SEC (12/31/2020 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
20 Commerce Dr Suite 135, Cranford, NJ 07016
Mailing Address
3111 Camino Del Rio N #400, San Diego, CA 92108
Phone number
(858) 592-9901
Established
New Jersey since 07/01/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (13 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BROZAK, DEJEAN & ASSOCIATES, LLCOWNER
BROZAK, STEPHEN GILBERTPAUL IIIPRESIDENT, CEO, MANAGING MEMBER1539206
MILLER, MATTHEWTRADING PRINCIPAL, MUNICIPAL SECS PRINCIPAL, OPTIONS PRINCIPAL2229977
THOMAS, MICHELLE DENISECHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER2210435
THORNTON, STEVEN LEEFINOP4496384

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


WBB SECURITIES, LLC

CRD#: 118440

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