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JT

Joseph A Turk

CRD# 4656387·Registered 2004 - 2019
Previously Registered: Being a previously registered professional could mean that Joseph 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.

Professional Summary

Joseph A Turk, who also goes by Joey Turk, was a registered financial advisor. Joseph was a previously registered financial professional and started their career in finance 2004 - 2019. Joseph had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 72 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joey Turk

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

MBS SOURCE ETRADING, INC.·CRD# 164958
BD
Mercer Island, WA
July 28, 2018 - July 12, 2019
INSTITUTIONAL SECURITIES CORPORATION·CRD# 20291
BD
La Mesa, CA
August 15, 2016 - November 8, 2017
RP CAPITAL LLC·CRD# 134768
BD
Gig Harbor, WA
August 3, 2011 - August 16, 2016
RIDGEWAY & CONGER, INC.·CRD# 113055
BD
Port Orchard, WA
May 29, 2009 - August 10, 2011
FSIC·CRD# 37813
BD
Port Orchard, WA
January 6, 2006 - June 8, 2009
JENCKS & COMPANY LLC·CRD# 44494
BD
Bellevue, WA
July 5, 2004 - March 7, 2006

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Current Firm

MS
MBS SOURCE ETRADING, INC.

MBS MARKETPLACE | MBS SOURCE ETRADING, INC.

CRD#: 164958 / SEC#: 8-69123
BD
Terminated by SEC on 11/10/2025

Contact Information

Established

Washington since 05/11/2012

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
MBS SOURCE HOLDINGS, INC.SHAREHOLDER—
CHILO, CYNTHIA MICHELLEFINOP6494031
CLOYD, JOSHUACCO7370953
SZABO, MIHAICEO4748876

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2005About the Series 7 exam

Series 72 — Government Securities Representative Examination

Passed Jul 2004

Series 24 — General Securities Principal Examination

Passed Nov 2005About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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