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JL

John R. Limpert

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CRD#: 4543466
JL

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.

John R Limpert, who also goes by Reid Limpert, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2002. John had worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Reid Limpert

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 2, 2011 - April 11, 2017

SPARK ASSET MANAGEMENT GROUP

RIA
CRD#: 132154
RALEIGH, NC
Past

January 12, 2011 - February 7, 2011

STONEX SECURITIES INC.

BD
CRD#: 18456
BIRMINGHAM, AL
Past

December 2, 2009 - January 14, 2011

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC
Past

November 4, 2009 - January 14, 2011

SYNERGY INVESTMENT GROUP, LLC

RIA
CRD#: 46035
KANNAPOLIS, NC
Past

September 4, 2008 - December 31, 2010

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC
Past

July 17, 2002 - July 10, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
RALEIGH, NC
Past

July 8, 2002 - July 10, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
RALEIGH, NC

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: 7/10/2002
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SA
SPARK ASSET MANAGEMENT GROUP
MYONLINE401K.COM | WWW.MYROBOADVISOR.NET | SPARK ASSET MANAGEMENT GROUP, LLC | SPARK ASSET MANAGEMENT GROUP | NORTHRIDGE ADVISORS, LLC | MYROBOADVISOR.NET

CRD#: 132154 / SEC#:

North Carolina
Registered Investment Advisory firm - (2/6/2005 Approved)
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Contact information


Main Address
413 N. Center St., Statesville, NC 28677
Mailing Address
3498 Governors Island Dr, Denver, NC 28037
Phone number
(704) 878-3942
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts44
AUM (Assets Under Management)$ 8,780,471

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


SPARK ASSET MANAGEMENT GROUP

CRD#: 132154

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