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Toni P. Moninger

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CRD#: 4169774
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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.

Toni P Moninger, who also goes by Toni P. Moninger, Toni Irene Painter, was a registered financial professional .

Toni is a previously registered financial professional and started their career in finance in 2003. Toni had worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Toni P. Moninger | Toni Irene Painter

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 11, 2015 - January 8, 2019

CHESTERBROOK CAPITAL

BD
CRD#: 104395
BERWYN, PA
Past

August 25, 2014 - May 29, 2015

ACADEMY SECURITIES, INC.

BD
CRD#: 17433
NEW YORK, NY
Past

September 15, 2010 - October 8, 2012

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

January 6, 2010 - August 31, 2010

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA
CRD#: 152237
PHILADELPHIA, PA
Past

January 5, 2010 - August 31, 2010

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

May 31, 2007 - December 31, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA
CRD#: 145
SAN DIEGO, CA
Past

May 31, 2007 - December 31, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
SAN DIEGO, CA
Past

February 8, 2006 - April 10, 2007

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

June 20, 2005 - November 18, 2005

GUGGENHEIM INVESTMENTS

RIA
CRD#: 129288
LISLE, IL
Past

June 20, 2005 - November 18, 2005

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

October 6, 2004 - July 20, 2005

OLD MUTUAL INVESTMENT PARTNERS

BD
CRD#: 44916
BOSTON, MA
Past

November 26, 2003 - September 27, 2004

GPC SECURITIES, INC.

BD
CRD#: 14007
ATLANTA, GA

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
IAR
Series 66
Date: 1/27/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CC
CHESTERBROOK CAPITAL
BERWYN CAPITAL | WESTCLIFFE SECURITIES, LLC | ENSPIRE INVESTMENTS LLC | ENSPIRE INVESTMENTS | CHESTERBROOK CAPITAL | BLUESTONE INVESTMENT BANKING GROUP, LLC

CRD#: 104395 / SEC#: , 8-52857

BD
Terminated by SEC on 08/28/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 06/12/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MAGIS CAPITAL PARTNERS LLCPARENT
BARTON, JAMES JOSEPHCHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER4692910

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


CHESTERBROOK CAPITAL

CRD#: 104395

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