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RZ

Roy C. Zentz

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CRD#: 476313
RZ

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.

Roy Clifton Zentz, who also goes by Leroy Clifton Zentz, was a registered financial professional .

Roy is a previously registered financial professional and started their career in finance in 1969. Roy had worked at 18 firms and has passed the Series 63, Series 55, PC, Series 1, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Leroy Clifton Zentz

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

November 30, 1998 - October 22, 2003

INTERCOASTAL FINANCIAL SERVICES CORP.

BD
CRD#: 45557
JUPITER, FL
Past

July 16, 1996 - December 14, 1998

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

May 23, 1996 - June 14, 1996

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

July 13, 1994 - June 14, 1996

EARLYBIRDCAPITAL, INC.

BD
CRD#: 28629
MELVILLE, NY
Past

June 11, 1992 - July 14, 1994

LAFFER, WARREN AND CO., INC.

BD
CRD#: 29843
Past

November 15, 1991 - June 29, 1992

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL
Past

February 26, 1991 - September 27, 1991

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

May 23, 1990 - November 16, 1990

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

January 2, 1990 - May 31, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

August 7, 1987 - January 2, 1990

GULFSTREAM FINANCIAL ASSOCIATES, INC.

BD
CRD#: 19910
Past

July 2, 1987 - September 1, 1987

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

November 23, 1984 - June 5, 1987

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
Past

June 20, 1984 - November 9, 1984

DEUTSCHE IXE, LLC

BD
CRD#: 7172
Past

September 20, 1983 - July 6, 1984

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

December 17, 1979 - September 16, 1983

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473
Past

February 24, 1978 - January 14, 1980

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

February 22, 1978 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

November 17, 1971 - March 1, 1978

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
Past

March 8, 1971 - January 2, 1972

F I DUPONT GLORE FORGAN & CO

BD
CRD#: 1000002
Past

March 4, 1969 - May 6, 1971

GOODBODY & CO. INCORPORATED

BD
CRD#: 362

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
Series 63
Date: 2/1/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/31/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
PC
Date: 1/6/1978
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 3/3/1969
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


IF
INTERCOASTAL FINANCIAL SERVICES CORP.
INTERCOASTAL FINANCIAL SERVICES CORP.

CRD#: 45557 / SEC#: , 8-51088

BD
Terminated by SEC on 07/03/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 12/24/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTERCOASTAL HOLDINGS, L.L.C.SHAREHOLDER
DELANEY, DAVID CAMERONPRESIDENT, DIRECTOR,CHIEF COMPLIANCE OFFICER2447186
OLEARY, MARILYN RUTHFINOP,TREAS,SECTY,DIRECTOR1112613

Disclosures


Regulatory Event4

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


INTERCOASTAL FINANCIAL SERVICES CORP.

CRD#: 45557

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