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Stephen L. Brune

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CRD#: 4534191
SB

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.

Stephen Lloyd Brune was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 2002. Stephen had worked at 4 firms and has passed the Series 63, Series 66 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

April 24, 2013 - October 21, 2013

CLARK DODGE & CO., INC.

BD
CRD#: 23288
NEW YORK, NY
Past

May 24, 2006 - August 27, 2007

OTR GLOBAL TRADING LLC

BD
CRD#: 138116
PURCHASE, NY
Past

October 6, 2003 - August 27, 2007

OTR GLOBAL LLC

RIA
CRD#: 123809
SAN FRANCISCO, CA
Past

August 7, 2002 - August 27, 2007

OTA LLC

BD
CRD#: 25816
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
Series 63
Date: 5/8/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CD
CLARK DODGE & CO., INC.
CLARK DODGE & CO. INC. | INVESTMENT TIMING & TECHNOLOGIES, INC. | CLARK DODGE & CO., INC.

CRD#: 23288 / SEC#: , 8-40292

BD
Terminated by SEC on 07/04/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/06/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CLARK DODGE HOLDING, LLCOWNER
DIMAURO, JOSEPH VINCENTCEO, GSP, GOV'T. GSP, SECRETARY, PRESIDENT AND DIRECTOR3272638
TORRILLO, DON LCCO2789918

Disclosures


Regulatory Event4

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


CLARK DODGE & CO., INC.

CRD#: 23288

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