TB
Tamika F. Bishop
HOMESTEAD ADVISERS
Upper Marlboro, MD
CRD#: 4788091
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TB
Tamika Francester BishopHOMESTEAD ADVISERS
Professional summary
Tamika Francester Bishop, CFP® is a registered financial advisor currently at HOMESTEAD ADVISERS CORP. located in Upper Marlboro, Maryland and HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia.
Tamika is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Tamika has worked at 7 firms and has passed the Series 63, Series 65, Series 6TO, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tamika Francester Bishop's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 12, 2022 - Present
HOMESTEAD ADVISERS CORP.
RIA
CRD#: 109845
Upper Marlboro, MD
Current
July 19, 2022 - Present
HOMESTEAD FINANCIAL SERVICES CORP.
Office #1: 4301 Wilson Boulevard, Arlington, VA 22203BD
CRD#: 26643
ARLINGTON, VA
Past
June 4, 2012 - December 31, 2014
HOMESTEAD ADVISERS CORP.
RIA
CRD#: 109845
ARLINGTON, VA
Past
June 4, 2012 - January 6, 2014
HOMESTEAD FINANCIAL SERVICES CORP.
BD
CRD#: 26643
ARLINGTON, VA
Past
June 10, 2009 - December 31, 2011
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
ROCKVILLE, MD
Past
June 10, 2009 - December 31, 2011
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ROCKVILLE, MD
Past
April 11, 2006 - May 26, 2009
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ROCKVILLE, MD
Past
January 9, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ROCKVILLE, MD
Past
January 9, 2006 - May 26, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ROCKVILLE, MD
Past
July 14, 2005 - January 9, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
LANDOVER, MD
Past
August 5, 2004 - January 9, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LANDOVER, MD
Past
June 2, 2004 - October 4, 2004
PREMIER SECURITIES OF AMERICA, INC.
BD
CRD#: 127022
SUWANEE, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HOMESTEAD ADVISERS CORP.
HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION
CRD#: 109845 / SEC#: 801-37391
RIA
Registered Investment Advisory firm - (9/21/1990 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(5/12/2022)
RR
Alabama(7/25/2022)
IAR
Alaska(5/12/2022)
RR
Alaska(7/25/2022)
IAR
Arizona(5/26/2022)
RR
Arizona(8/1/2022)
IAR
Arkansas(5/12/2022)
RR
Arkansas(7/20/2022)
IAR
California(5/12/2022)
RR
California(7/20/2022)
IAR
Colorado(5/12/2022)
RR
Colorado(7/20/2022)
IAR
Connecticut(5/12/2022)
RR
Connecticut(7/20/2022)
IAR
Delaware(5/12/2022)
RR
Delaware(7/26/2022)
IAR
District of Columbia(7/5/2022)
RR
District of Columbia(7/25/2022)
IAR
Florida(6/24/2022)
RR
Florida(7/20/2022)
IAR
Georgia(7/15/2022)
RR
Georgia(7/22/2022)
IAR
Hawaii(5/12/2022)
RR
Hawaii(7/29/2022)
IAR
Idaho(5/12/2022)
RR
Idaho(7/20/2022)
IAR
Illinois(5/12/2022)
RR
Illinois(7/28/2022)
IAR
Indiana(5/12/2022)
RR
Indiana(8/4/2022)
IAR
Iowa(5/12/2022)
RR
Iowa(7/21/2022)
IAR
Kansas(5/12/2022)
RR
Kansas(7/21/2022)
IAR
Kentucky(5/12/2022)
RR
Kentucky(7/22/2022)
IAR
Louisiana(5/12/2022)
RR
Louisiana(7/25/2022)
IAR
Maine(5/12/2022)
RR
Maine(7/21/2022)
IAR
Maryland(5/12/2022)
RR
Maryland(7/19/2022)
RR
Massachusetts(8/11/2022)
IAR
Massachusetts(8/11/2022)
IAR
Michigan(5/12/2022)
RR
Michigan(7/21/2022)
IAR
Minnesota(5/12/2022)
RR
Minnesota(7/20/2022)
IAR
Mississippi(5/12/2022)
RR
Mississippi(7/21/2022)
IAR
Missouri(5/12/2022)
RR
Missouri(7/20/2022)
IAR
Montana(5/13/2022)
RR
Montana(7/19/2022)
IAR
Nebraska(5/13/2022)
RR
Nebraska(8/12/2022)
IAR
Nevada(5/18/2022)
RR
Nevada(8/2/2022)
IAR
New Hampshire(5/12/2022)
RR
New Hampshire(7/21/2022)
IAR
New Jersey(5/31/2022)
RR
New Jersey(7/21/2022)
IAR
New Mexico(5/16/2022)
RR
New Mexico(7/20/2022)
RR
New York(7/21/2022)
IAR
North Carolina(5/12/2022)
RR
North Carolina(7/20/2022)
IAR
North Dakota(5/16/2022)
RR
North Dakota(7/24/2022)
IAR
Ohio(5/13/2022)
RR
Ohio(7/20/2022)
IAR
Oklahoma(5/12/2022)
RR
Oklahoma(7/20/2022)
IAR
Oregon(5/12/2022)
RR
Oregon(7/28/2022)
IAR
Pennsylvania(5/12/2022)
RR
Pennsylvania(7/20/2022)
IAR
Puerto Rico(5/12/2022)
RR
Puerto Rico(8/3/2022)
IAR
Rhode Island(5/12/2022)
RR
Rhode Island(7/26/2022)
IAR
South Carolina(5/12/2022)
RR
South Carolina(7/21/2022)
IAR
South Dakota(6/30/2022)
RR
South Dakota(8/3/2022)
RR
Tennessee(7/20/2022)
IAR
Texas(5/12/2022)
RR
Texas(7/23/2022)
IAR
Utah(5/13/2022)
RR
Utah(7/20/2022)
IAR
Vermont(5/13/2022)
RR
Vermont(7/20/2022)
IAR
Virgin Islands(5/17/2022)
RR
Virgin Islands(7/21/2022)
IAR
Virginia(5/12/2022)
RR
Virginia(7/20/2022)
IAR
Washington(5/12/2022)
RR
Washington(7/20/2022)
IAR
West Virginia(5/16/2022)
RR
West Virginia(7/20/2022)
IAR
Wisconsin(5/12/2022)
RR
Wisconsin(7/19/2022)
IAR
Wyoming(5/12/2022)
RR
Wyoming(7/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/10/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HA
HOMESTEAD ADVISERS CORP.
HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION
CRD#: 109845 / SEC#: 801-37391
RIA
Registered Investment Advisory firm - (9/21/1990 Approved)Loading...
Contact information
Main Address
4301 Wilson Blvd., Arlington, VA 22203-1860
Mailing Address
Phone number
866-673-2299/800-258-3030
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 7,735,038,928 |
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.
