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Shawn E. Vincze

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CRD#: 3169630
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Professional summary


Shawn Emerson Vincze was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Shawn Emerson Vincze, who also goes by Shawn E VIncze, was a registered financial advisor .

Shawn is a previously registered financial advisor and started their career in finance in 1999. Shawn had worked at 3 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Shawn E Vincze

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

July 23, 2004 - May 16, 2005

CLARK DODGE & CO., INC.

BD
CRD#: 23288
WHITE PLAINS, NY
Past

April 3, 2002 - July 26, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
STAMFORD, CT
Past

March 21, 2002 - July 26, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 11, 1999 - March 20, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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: 4/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 4/26/2004
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CD
CLARK DODGE & CO., INC.
CLARK DODGE & CO. INC. | INVESTMENT TIMING & TECHNOLOGIES, INC. | CLARK DODGE & CO., INC.

CRD#: 23288 / SEC#: , 8-40292

BD
Terminated by SEC on 07/04/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/06/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CLARK DODGE HOLDING, LLCOWNER
DIMAURO, JOSEPH VINCENTCEO, GSP, GOV'T. GSP, SECRETARY, PRESIDENT AND DIRECTOR3272638
TORRILLO, DON LCCO2789918

Disclosures


Regulatory Event4

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARK DODGE & CO., INC.

CRD#: 23288

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