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WG

Warren J. Gouk

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CRD#: 4075308
WG

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.

Warren James Gouk was a registered financial professional .

Warren is a previously registered financial professional and started their career in finance in 2000. Warren had worked at 2 firms and has passed the Series 63 and SIE 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

January 3, 2011 - March 23, 2017

STONEBRIDGE SECURITIES LLC

BD
CRD#: 47659
BELLEVUE, WA
Past

November 22, 2000 - October 14, 2010

CASCADIA CAPITAL, LLC

BD
CRD#: 101020
SEATTLE, WA

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: 10/14/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SS
STONEBRIDGE SECURITIES LLC
BASE CAPITAL SECURITIES, LLC | STONEBRIDGE SECURITIES, LLC. | STONEBRIDGE SECURITIES LLC

CRD#: 47659 / SEC#: , 8-51851

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
330 112th Ave. Ne Suite 300, Bellevue, WA 98004
Mailing Address
7345 164th Ave Ne Ste 145-290, Redmond, WA 98052
Phone number
(206) 770-9700
Established
Washington since 03/19/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 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#
HENDRICKSON, MICHAEL ALLANMANAGING PRINCIPAL& CHIEF COMPLIANCE OFFICER242948

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


STONEBRIDGE SECURITIES LLC

CRD#: 47659

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