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Samuel M. Hocking

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CRD#: 4041730
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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.

Samuel Mcmillan Hocking was a registered financial professional .

Samuel is a previously registered financial professional and started their career in finance in 2001. Samuel had worked at 4 firms and has passed the Series 63, 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

June 28, 2017 - August 1, 2017

ARTIVEST BROKERAGE LLC

BD
CRD#: 168218
NEW YORK, NY
Past

November 13, 2013 - December 31, 2016

HOCKING CAPITAL, LLC

BD
CRD#: 148088
SAN FRANCISCO, CA
Past

August 19, 2008 - May 25, 2012

BNP PARIBAS PRIME BROKERAGE, INC.

BD
CRD#: 24962
SAN FRANCISCO, CA
Past

May 22, 2001 - October 1, 2008

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
SAN FRANCISCO, 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
Series 63
Date: 1/26/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AB
ARTIVEST BROKERAGE LLC
ARTIVEST BROKERAGE LLC

CRD#: 168218 / SEC#: , 8-69297

BD
Terminated by SEC on 11/27/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/13/2012
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AQGEN LIBERTY MANAGEMENT I, INC.OWNER
CHANG, SWANAML COMPLIANCE OFFICER, FINOP, CFO, CEO5755591
YATES, STACIE LORRAINECCO4887289

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


ARTIVEST BROKERAGE LLC

CRD#: 168218

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