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RC

Ronald W. Cheney

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CRD#: 4794185
RC

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.

Ronald William Cheney, who also goes by Ronald Cheney, was a registered financial advisor .

Ronald is a previously registered financial advisor and started their career in finance in 2004. Ronald had worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald Cheney

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

September 7, 2010 - August 6, 2013

TEXAS FINANCIAL ASSOCIATES LLC

RIA
CRD#: 146299
ARLINGTON, TX
Past

March 16, 2009 - May 4, 2010

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
ARLINGTON, TX
Past

February 5, 2009 - May 4, 2010

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
ARLINGTON, TX
Past

April 28, 2008 - December 10, 2008

SYNERGY INVESTMENT GROUP, LLC

RIA
CRD#: 46035
PLANO, TX
Past

April 17, 2008 - December 10, 2008

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
PLANO, TX
Past

January 24, 2008 - May 14, 2008

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

March 23, 2006 - September 28, 2006

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
DALLAS, TX
Past

September 15, 2005 - September 28, 2006

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
DALLAS, TX
Past

May 21, 2004 - April 5, 2005

SYNDICATED CAPITAL, INC.

RIA
CRD#: 29037
EULESS, TX
Past

May 5, 2004 - July 8, 2005

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA

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: 5/20/2004
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


TF
TEXAS FINANCIAL ASSOCIATES LLC
7 FINANCIAL | TEXAS FINANCIAL ASSOCIATES | TEXAS FINANCIAL ASSOCIATES LLC | TEXAS FINANCIAL ASSOCIATES LLP | TEXAS FINANCIAL PARTNERS

CRD#: 146299 / SEC#:

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Contact information


Main Address
1414 W. Randol Mill Rd Suite 121, Arlington, TX 76012
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


TEXAS FINANCIAL ASSOCIATES LLC

CRD#: 146299

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