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TS

Thomas M. Strand

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CRD#: 437966
TS

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.

Thomas Michael Strand, who also goes by Tom Strand, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1974. Thomas had worked at 5 firms and has passed the Series 63, Series 1 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Strand

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

May 23, 2001 - August 31, 2004

CAPITALQUEST SECURITIES, INC.

BD
CRD#: 7699
FOREST LAKE, MN
Past

September 30, 1997 - May 13, 1999

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

September 29, 1989 - December 31, 1990

ALLIED GROUP SECURITIES CORPORATION

BD
CRD#: 3638
Past

August 1, 1977 - September 30, 1997

DOUGHERTY DAWKINS LLC

BD
CRD#: 7442
MINNEAPOLIS, MN
Past

April 10, 1974 - July 17, 1977

DAIN, KALMAN & QUAIL, INCORPORATED

BD
CRD#: 202

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: 12/12/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/4/1974
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 4/17/1975
Registered Principal Examination

Current Firm


CS
CAPITALQUEST SECURITIES, INC.
CAPITALQUEST SECURITIES, INC. | D & R FINANCIAL CORPORATION

CRD#: 7699 / SEC#: , 8-22911

BD
Terminated by SEC on 02/08/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 06/30/1978
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
EKSTROM, DARRYL PHILIPPRESIDENT/CEO76757
FISCHER, STEPHEN HEIBERGCCO, CFO735690

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


CAPITALQUEST SECURITIES, INC.

CRD#: 7699

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