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Robert D. Hovermale

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CRD#: 4385521
RH

Professional summary


Robert D Hovermale was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Robert is a previously registered financial advisor and started their career in finance in 2001. Prior to being barred, Robert had worked at 4 firms, which includes SISU WEALTH MANAGEMENT LLC, EDWARD JONES, BANC ONE SECURITIES CORPORATION, MORGAN STANLEY DW INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert D Hovermale Mr. | Robert Doyle Hovermale | Robert D Hovermale

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

March 29, 2006 - June 13, 2007

SISU WEALTH MANAGEMENT, LLC

RIA
CRD#: 139989
BROWNSBURG, IN
Past

September 12, 2003 - May 5, 2006

EDWARD JONES

BD
CRD#: 250
INDIANAPOLIS, IN
Past

July 14, 2003 - September 9, 2003

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
INDIANAPOLIS, IN
Past

July 14, 2003 - September 9, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

July 30, 2001 - July 16, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
INDIANAPOLIS, IN
Past

June 25, 2001 - July 16, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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: 7/18/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/23/2001
Futures Managed Funds Examination
General Industry/Product Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


No current employment

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