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TD

Tracy Drust

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CRD#: 4640556
TD

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.

Tracy Drust was a registered financial professional .

Tracy is a previously registered financial professional and started their career in finance in 2006. Tracy had worked at 1 firm and has passed the Series 28 exam.

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 26, 2006 - November 10, 2014

CURTIS SECURITIES, LLC

BD
CRD#: 104153
HAZLETON, PA

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


Principal/Supervisory Exam
RR
Series 28
Date: 4/25/2006
Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm


CS
CURTIS SECURITIES, LLC
CURTIS SECURITIES, LLC | PARENTE SECURITIES, LLC

CRD#: 104153 / SEC#: , 8-52613

BD
Terminated by SEC on 11/29/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 01/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CURTIS FINANCIAL GROUP, LLCSOLE SHAREHOLDER
ROSS, MICHELLE JASEYCHIEF COMPLIANCE OFFICER1796736
RUDD, KEVIN JOHN SRCEO4202382
RUDD, KEVIN JOHN SRTREASURER4202382
RUDD, KEVIN JOHN SRPRESIDENT4202382
RUDD, KEVIN JOHN SRFIN OPS4202382

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


CURTIS SECURITIES, LLC

CRD#: 104153

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