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DP

Dennis E. Pifer

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CRD#: 363482
DP

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.

Dennis Edward Pifer, who also goes by Denny Pifer, was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1973. Dennis had worked at 11 firms and has passed the Series 63, Series 1, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Denny Pifer

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

March 20, 1995 - December 31, 2004

CAPITAL SECURITIES OF AMERICA, INC.

BD
CRD#: 36405
HARTVILLE, OH
Past

March 1, 1993 - March 17, 1995

NORTHRIDGE CAPITAL CORPORATION

BD
CRD#: 16467
MELVILLE, NY
Past

May 1, 1992 - February 23, 1993

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

April 23, 1990 - May 13, 1992

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

November 19, 1987 - March 21, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 19, 1984 - November 9, 1987

SWINK & COMPANY, INC.

BD
CRD#: 7111
Past

August 13, 1982 - January 27, 1984

HERETH, ORR & JONES, INC.

BD
CRD#: 7210
Past

June 5, 1980 - August 3, 1982

SWINK & COMPANY, INC.

BD
CRD#: 7111
Past

August 25, 1978 - July 19, 1980

HERETH, ORR & JONES, INC.

BD
CRD#: 7210
Past

March 14, 1978 - September 22, 1978

W. N. ESTES & COMPANY, INC.

BD
CRD#: 7037
Past

September 5, 1973 - February 24, 1977

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

September 5, 1973 - February 24, 1977

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

September 5, 1973 - February 24, 1977

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

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: 7/5/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 8/27/1973
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CS
CAPITAL SECURITIES OF AMERICA, INC.
CAPITAL CITY INVESTMENTS | THE OASIS ASSET MANAGEMENT, LLC | SOUTH BAY INVESTMENT GROUP, LLC | PROACTIVE PORTFOLIO MANAGEMENT, LLC | PERRY REGHETTI & ASSOCIATES | LONE TREE FINANCIAL GROUP, LLC | KALTBAUM & ASSOCIATES | CORE INVESTMENTS | CAPITAL SECURITIES OF AMERICA, INC. | CAPITAL SECURITIES OF AMERICA

CRD#: 36405 / SEC#: , 8-47253

BD
Terminated by SEC on 05/01/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 08/06/1992
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WUNDERLICH INVESTMENT COMPANY, INCSHAREHOLDER
CLINE, JERRY LEEPRESIDENT1350020
CLINE, JERRY LEESECRETARY1350020
MOHNEY, BRIAN EUGENESROP, COO, CFO, CROP2890043
WISWALL, TRACY LEIGHTONCHIEF COMPLIANCE OFFICER3023407
WUNDERLICH, GARY KENT JRCHIEF EXECUTIVE OFFICER2256877

Disclosures


Regulatory Event4
Arbitration2

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


CAPITAL SECURITIES OF AMERICA, INC.

CRD#: 36405

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