AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
YD

Yvan De Munck

Some features on this profile are disabled
CRD#: 4041454
YD

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.

Yvan De Munck was a registered financial professional .

Yvan is a previously registered financial professional and started their career in finance in 1999. Yvan had worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

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

February 9, 2016 - July 1, 2020

INX SECURITIES, LLC

BD
CRD#: 162182
HOLLAND, PA
Past

December 2, 2013 - October 21, 2014

R.W.PRESSPRICH & CO.

BD
CRD#: 26460
NEW YORK, NY
Past

February 28, 2011 - December 5, 2011

SWEDBANK SECURITIES US, LLC

BD
CRD#: 141190
NEW YORK, NY
Past

May 5, 2004 - March 15, 2011

KBC SECURITIES USA LLC

BD
CRD#: 46709
NEW YORK, NY
Past

January 11, 2001 - April 22, 2004

KBC SECURITIES INC.

BD
CRD#: 47900
NEW YORK, NY
Past

December 22, 1999 - January 24, 2001

FORTIS CAPITAL INVESTMENTS INC.

BD
CRD#: 15006
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
RR
Series 63
Date: 1/31/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/25/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IS
INX SECURITIES, LLC
INX ATS | SAGEWORKS CAPITAL, INC. | SAGEWORKS CAPITAL LLC | SAGEWORKS CAPITAL INC. | RAISEWORKS | OPENFINANCE SECURITIES, LLC | INX SECURITIES, LLC

CRD#: 162182 / SEC#: , 8-69058

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
252 Bradley Court, Holland, PA 18966
Mailing Address
252 Bradley Court, Holland, PA 18966
Phone number
(215) 806-9031
Established
Pennsylvania since 03/29/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
INX LIMITEDDIRECT OWNER
NEELY, KIMBERLY BETHFINOP2045019
UCHENIK, VLADCEO AND CCO4071805

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


INX SECURITIES, LLC

CRD#: 162182

TRUST BUT VERIFY

Monitor Yvan De Munck

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics