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Cody T. Starrett

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CRD#: 4200887
CS

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.

Cody Theodore Starrett was a registered financial professional .

Cody is a previously registered financial professional and started their career in finance in 2000. Cody had worked at 6 firms and has passed the Series 63 and Series 7 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

September 18, 2013 - October 31, 2013

K.C. WARD FINANCIAL

BD
CRD#: 145135
RONKONKOMA, NY
Past

January 14, 2011 - October 25, 2011

LIVEVOL SECURITIES, INC.

BD
CRD#: 23670
SAN FRANCISCO, CA
Past

March 3, 2009 - May 7, 2009

WINDFALL SECURITIES LLC

BD
CRD#: 147779
SAN FRANCISCO, CA
Past

January 10, 2007 - January 14, 2008

URCHIN CAPITAL PARTNERS, LLC

BD
CRD#: 45691
SAN FRANCISCO, CA
Past

February 12, 2002 - January 3, 2005

REDWOOD TRADING, LLC

BD
CRD#: 114774
SAN FRANCISCO, CA
Past

November 2, 2000 - March 7, 2002

ORION TRADING, LLC

BD
CRD#: 43932
WINTER PARK, FL

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: 5/31/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


KW
K.C. WARD FINANCIAL
K.C. WARD FINANCIAL | K.C. WARD FINANCIAL LLC

CRD#: 145135 / SEC#: , 8-67706

BD
Terminated by SEC on 02/16/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/01/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WARD, LOUISCEO2080639
CARRILLO, CHARLESCHIEF COMPLIANCE OFFICER41630

Disclosures


Regulatory Event3
Arbitration1

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


K.C. WARD FINANCIAL

CRD#: 145135

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