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PE

Peter B. Ecob

CAPITAL MANAGEMENT PARTNERS
Fairfield, IA 52556
Some features on this profile are disabled
CRD#: 4539865
PE

Professional summary


Peter Bartlett Ecob, who also goes by Peter Bartlett Ecob, is a registered financial professional currently at CAPITAL MANAGEMENT PARTNERS, INC. located in Fairfield, Iowa.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2002. Peter has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 62, Series 24 and Series 28 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter Bartlett Ecob

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) - BD


Click below to view Peter Bartlett Ecob's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 3, 2002 - Present

CAPITAL MANAGEMENT PARTNERS, INC.

Office #1: 1100 North Fourth Street Suite 141, Fairfield, IA 52556Office #2: 1100 North 4th Street, Suite 141, Fairfield, IA 52556
BD
CRD#: 21973
Fairfield, IA

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: 11/5/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/6/2003
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/31/2002
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CM
CAPITAL MANAGEMENT PARTNERS, INC.
CAPITAL MANAGEMENT PARTNERS, INC.

CRD#: 21973 / SEC#: , 8-39446

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
1100 North Fourth Street Suite 141, Fairfield, IA 52556
Mailing Address
1100 North 4th Street Suite 141, Fairfield, IA 52556
Phone number
(641) 472-8800
Established
Delaware since 12/11/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
RUBIN, STEVEN LAWRENCEDIRECTOR1812223
ECOB, PETER BARTLETTCHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER4539865

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


CAPITAL MANAGEMENT PARTNERS, INC.

CRD#: 21973Fairfield, IA 52556

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