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Bobby J. Parks

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CRD#: 3047923
BP

Professional summary


Bobby Jefferson Parks JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bobby is a previously registered financial advisor and started their career in finance in 1998. Prior to being barred, Bobby had worked at 3 firms, which includes FINTEGRA LLC, EDWARD JONES, PFS INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 19, 2006 - August 24, 2009

FINTEGRA, LLC

RIA
CRD#: 16741
SPOKANE, WA
Past

June 2, 2004 - August 24, 2009

FINTEGRA, LLC

BD
CRD#: 16741
SPOKANE, WA
Past

February 22, 2002 - June 9, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 17, 2000 - June 18, 2001

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

May 6, 1998 - December 31, 1998

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
IAR
Series 65
Date: 1/10/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FL
FINTEGRA, LLC
FINTEGRA FINANCIAL SOLUTIONS | PARK INVESTMENT CORPORATION | JM PARK, INC. | FINTEGRA, LLC

CRD#: 16741 / SEC#: 801-56275, 8-34434

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
401 Second Avenue North Suite 400, Minneapolis, MN 55401
Mailing Address
Phone number
Established
Minnesota since 10/22/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2015 FIRM BROCHURE (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
FINTEGRA HOLDINGS, LLCSHAREHOLDERS
CAURRO, STEPHEN ANTHONYBOARD OF DIRECTORS5845813
CONNER, DANIELBOARD OF DIRECTORS
SCHMITZ, DOUGLAS GENEBOARD OF DIRECTORS1771132
SCHUH, JEFFREY ALLENCHIEF FINANCIAL OFFICER, FINOP1036839
WALTER, KENNETH JOHNBOARD OF DIRECTORS5845803
WEBER, DOREEN LEAPRESIDENT/CEO/CCO1368639

Disclosures


Regulatory Event4
Arbitration1

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


FINTEGRA, LLC

CRD#: 16741

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