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Robert S. Priske

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CRD#: 4995647
RP

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.

Robert Steven Priske, who also goes by Robert Priske, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2005. Robert had worked at 5 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Priske

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

August 18, 2021 - March 8, 2022

DCMB SECURITIES LLC

BD
CRD#: 146578
HOUSTON, TX
Past

June 7, 2016 - March 2, 2021

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
HOUSTON, TX
Past

August 16, 2013 - May 12, 2016

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
HOUSTON, TX
Past

March 29, 2010 - July 25, 2013

JEFFERIES LLC

BD
CRD#: 2347
HOUSTON, TX
Past

August 18, 2005 - March 26, 2010

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
HOUSTON, TX

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: 8/19/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DS
DCMB SECURITIES LLC
DCMB SECURITIES LLC

CRD#: 146578 / SEC#: , 8-67831

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
1700 West Loop South, Suite 450, Houston, TX 77027
Mailing Address
1700 West Loop South, Suite 450, Houston, TX 77027
Phone number
(713) 202-4903
Established
Texas since 11/15/2007
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DONOVAN, JOHN WILLIAM JR.MANAGING MEMBER/PRESIDENT/SECRETARY/DESIGNATED PRINCIPAL/CCO
KATZ, MARIEFINOP/CFO2457660

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


DCMB SECURITIES LLC

CRD#: 146578

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