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EB

Erik R. Bishop

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CRD#: 4359970
EB

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.

Erik Richard Bishop, who also goes by Erik R Armenteros-bishop, Erik R Bishop, was a registered financial advisor .

Erik is a previously registered financial advisor and started their career in finance in 2002. Erik had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Erik R Armenteros-Bishop | Erik R Bishop

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

October 7, 2010 - November 9, 2010

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
LAKELAND, FL
Past

February 5, 2010 - October 22, 2010

INVESTMENT CONSULTING GROUP, INC.

BD
CRD#: 142390
SPRINGFIELD, MO
Past

January 2, 2009 - June 30, 2009

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

November 13, 2008 - January 2, 2009

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
CORAL SPRINGS, FL
Past

February 29, 2008 - November 14, 2008

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA
CRD#: 109701
ELMHURST, IL
Past

October 12, 2005 - November 14, 2008

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
CORAL SPRINGS, FL
Past

February 28, 2002 - October 10, 2005

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, 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
IAR
Series 65
Date: 1/28/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BROOKSTONE SECURITIES, INC.
BROOKSTONE INVESTMENT ADVISORY SERVICES | RISE, INC. | RESOURCE-REALTY INVESTMENT SECURITIES ENTERPRISES, INC. | BROOKSTONE SECURITIES, INC.

CRD#: 13366 / SEC#: 801-67061, 8-29116

BD
Terminated by SEC on 08/19/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 07/14/2005
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 APRIL 25, 2012 (4/27/2012)

Direct owners and executive officers


NamePositionCRD#
BROOKSTONE CAPITAL MANAGEMENT, LLC.PARENT COMPANY
LOCY, DAVID WILLIAMDIRECT OWNER/FINOP CHIEF COMPLIANCE OFFICER4682865

Disclosures


Regulatory Event10
Arbitration6

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


BROOKSTONE SECURITIES, INC.

CRD#: 13366

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