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TW

Tyson B. Walter

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CRD#: 4227304
TW

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.

Tyson B Walter, who also goes by Tyson Barrett Walter, was a registered financial professional .

Tyson is a previously registered financial professional and started their career in finance in 2004. Tyson had worked at 4 firms and has passed the Series 66, SIE, Series 79, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tyson Barrett Walter

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 31, 2014 - March 1, 2018

MULTIPLE FINANCIAL SERVICES, INC.

RIA
CRD#: 100100
Chagrin Falls, OH
Past

December 9, 2013 - March 1, 2018

MULTIPLE FINANCIAL SERVICES, INC.

BD
CRD#: 100100
SAN JUAN CAPISTRANO, CA
Past

February 27, 2013 - December 9, 2013

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
ROCHESTER, NY
Past

February 15, 2006 - July 10, 2009

WESTPARK WEALTH ADVISORS, INC.

RIA
CRD#: 130914
GRAPEVINE, TX
Past

July 23, 2004 - July 10, 2009

IMS SECURITIES, INC.

BD
CRD#: 35567
GRAPEVINE, TX

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: 5/23/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MF
MULTIPLE FINANCIAL SERVICES, INC.
MULTIPLE FINANCIAL & INSURANCE SERVICES | THE 36 ADVISORS | MULTIPLE FINANCIAL SERVICES, INC. | MULTIPLE FINANCIAL & INSURANCE SERVICES, INC.

CRD#: 100100 / SEC#: , 8-52017

BD
Terminated by SEC on 05/28/2024
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Contact information


Main Address
30320 Rancho Viejo Road, Suite 11, San Juan Capistrano, CA 92675
Mailing Address
Post Office Box #7447, Capistrano Beach, CA 92624
Phone number
(800) 510-2055
Established
California since 06/02/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
1

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
FLAMMER, MICHAEL HENRYCEO, PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER209370
MANGEN, PAMELA SUEDESIGNATED ASSISTANT, BOARD SECRETARY4647878

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 1,800,000

Disclosures


Regulatory Event1

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


MULTIPLE FINANCIAL SERVICES, INC.

CRD#: 100100

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