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TG

Theodore W. Glocker

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CRD#: 4704400
TG

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.

Theodore Wesley Glocker, who also goes by Wes Glocker, was a registered financial professional .

Theodore is a previously registered financial professional and started their career in finance in 2003. Theodore had worked at 6 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wes Glocker

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

January 25, 2011 - February 3, 2012

RIDGEWAY CONGER ADVISORY SERVICES

RIA
CRD#: 139372
JACKSONVILLE, FL
Past

November 29, 2010 - February 3, 2012

RIDGEWAY & CONGER, INC.

BD
CRD#: 113055
JACKSONVILLE, FL
Past

August 3, 2009 - September 3, 2010

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
JACKSONVILLE, FL
Past

July 31, 2009 - September 3, 2010

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
MAITLAND, FL
Past

November 13, 2003 - May 22, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
JACKSONVILLE, FL
Past

October 27, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 27, 2003 - May 22, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
JACKSONVILLE, FL

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: 11/3/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


RC
RIDGEWAY CONGER ADVISORY SERVICES
RIDGEWAY CONGER ADVISORY SERVICES | RIDGEWAY CONGER ADVISORY SERVICES, INC

CRD#: 139372 / SEC#: 801-66272

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Contact information


Main Address
2123 Main Street, New Woodstock, NY 13122
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CLIENT WRAP FEE BROCHRE JUNE 2014 (6/26/2014)

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


RIDGEWAY CONGER ADVISORY SERVICES

CRD#: 139372

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