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Craig C. Rumbaugh

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CRD#: 4619849
CR

Professional summary


Craig Carleton Rumbaugh was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Craig is a previously registered financial professional and started their career in finance in 2003. Prior to being barred, Craig had worked at 4 firms, which includes RUMBAUGH FINANCIAL INC, VOYA FINANCIAL ADVISORS INC., HORNOR TOWNSEND & KENT LLC, 1ST GLOBAL CAPITAL CORP..

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

October 1, 2013 - December 31, 2020

RUMBAUGH FINANCIAL INC

RIA
CRD#: 168680
PALM DESERT, CA
Past

August 20, 2008 - September 13, 2013

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
INDIAN WELLS, CA
Past

June 27, 2008 - September 13, 2013

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
INDIAN WELLS, CA
Past

January 11, 2007 - May 30, 2008

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
INDIAN WELLS, CA
Past

August 30, 2005 - December 5, 2006

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
LA JOLLA, CA
Past

February 3, 2003 - December 18, 2003

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX

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: 2/28/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


RF
RUMBAUGH FINANCIAL INC
RUMBAUGH FINANCIAL INC

CRD#: 168680 / SEC#:

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Contact information


Main Address
77564 Country Club Drive Suite 245, Palm Desert, CA 92211-6250
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


RUMBAUGH FINANCIAL INC

CRD#: 168680

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