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Chad J. Frk

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CRD#: 5031363
CF

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.

Chad Joseph Frk, who also goes by Chad J. Frk, was a registered financial professional .

Chad is a previously registered financial professional and started their career in finance in 2005. Chad had worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chad J. Frk

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.
DUALLY REGISTERED WITH: 1.) Stonecrest Capital Markets Inc.,INVESTMENT RELATED, SINCE 05/2012, REGISTERED REPRESENTATIVE WITH BROKER/DEALER FIRM. 2.) KINGFISHER CAPITAL, CHARLOTTE, NC, INVESTMENT RELATED, MARKETING AND BUSINESS DEVELOPMENT POSITION WITH REGISTERED INVESTMENT ADVISOR SINCE 5/2012.

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

January 13, 2015 - January 10, 2017

STONECREST CAPITAL MARKETS, INC.

BD
CRD#: 39616
AUSTIN, TX
Past

July 3, 2012 - December 10, 2014

STONECREST CAPITAL MARKETS, INC.

BD
CRD#: 39616
AUSTIN, TX
Past

May 22, 2012 - November 1, 2022

KINGFISHER CAPITAL, LLC

RIA
CRD#: 150484
CHARLOTTE, NC
Past

October 26, 2010 - September 9, 2011

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MOUNT PROSPECT, IL
Past

December 19, 2007 - October 5, 2010

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

December 18, 2007 - December 19, 2007

NORTHERN TRUST SECURITIES, INC.

BD
CRD#: 7927
CHICAGO, IL
Past

November 9, 2005 - April 6, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, 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
IAR
Series 65
Date: 5/21/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/12/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SC
STONECREST CAPITAL MARKETS, INC.
REDWINE & COMPANY, INC. | STONECREST PARTNERS | STONECREST CAPITAL MARKETS, INC.

CRD#: 39616 / SEC#: , 8-48754

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


Main Address
300 W. 6th St. Suite 1550, Austin, TX 78701
Mailing Address
300 W. 6th St. Suite 1550, Austin, TX 78701
Phone number
(512) 275-6515
Established
North Carolina since 10/20/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (41 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#
STONECREST HOLDINGS, LLCPARENT COMPANY
HEFFRON, PAULA KAYCHIEF COMPLIANCE OFFICER4901921
JONES, DAVID BENNETT JRCHIEF OPERATING OFFICER4915605
KRIEWALD, JESSICAFINOP7052634
RANDOLPH, JOHN SCOTTCHIEF EXECUTIVE OFFICER1848519
WEIBEL, DAVIDDIRECTOR5688056

Disclosures


Regulatory Event5

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


STONECREST CAPITAL MARKETS, INC.

CRD#: 39616

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