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ED

Eric Deacon

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CRD#: 4998073
ED

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.

Eric Deacon, who also goes by Eric William Deacon, Eric Deacon, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2005. Eric had worked at 5 firms and has passed the Series 63, Series 66, Series 99TO, SIE, Series 31, Series 7, Series 53, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Eric William Deacon | Eric Deacon

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

April 20, 2022 - November 16, 2023

CASH APP INVESTING LLC

BD
CRD#: 144076
PORTLAND, OR
Past

September 23, 2020 - March 14, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Denver, CO
Past

February 13, 2009 - April 20, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CHARLOTTE, NC
Past

February 13, 2009 - April 20, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

June 22, 2006 - January 28, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

June 22, 2006 - January 28, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

October 10, 2005 - June 1, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
CLEARWATER, FL
Past

September 2, 2005 - June 1, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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: 1/21/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 4/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/23/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/10/2011
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/3/2009
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/18/2008
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/19/2008
General Securities Sales Supervisor - Options Module Examination

Current Firm

CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

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

Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures

Regulatory Event1

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

CASH APP INVESTING LLC

CRD#: 144076

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