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RP

Renee M. Pyka

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CRD#: 5244774
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.

Renee Michele Pyka, who also goes by Renee M Goodman, Renee Michele Goodman, Renee Michelle Goodman, was a registered financial professional .

Renee is a previously registered financial professional and started their career in finance in 2007. Renee had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Renee M Goodman | Renee Michele Goodman | Renee Michelle Goodman

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

July 1, 2020 - June 8, 2022

MURRAY STREET CAPITAL ADVISORS, LLC

RIA
CRD#: 300232
Parkland, FL
Past

October 1, 2012 - July 11, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
BOCA RATON, FL
Past

October 1, 2012 - July 11, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOCA RATON, FL
Past

October 7, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
COCONUT CREEK, FL
Past

September 28, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
COCONUT CREEK, FL
Past

March 27, 2007 - June 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

February 15, 2007 - June 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA

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: 3/23/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MS
MURRAY STREET CAPITAL ADVISORS, LLC
JURICK FINANCIAL SERVICES | VIEWPOINT FINANCIAL | PROSPERITY PRIVATE WEALTH | MURRAY STREET CAPITAL ADVISORS, LLC

CRD#: 300232 / SEC#: 801-114863

RIA
Registered Investment Advisory firm - (1/6/2020 Terminated)
Florida
Registered Investment Advisory firm - (1/3/2020 Approved)
Indiana
Registered Investment Advisory firm - (11/18/2024 Terminated)
New York
Registered Investment Advisory firm - (4/12/2021 Approved)
Texas
Registered Investment Advisory firm - (3/29/2021 Conditional Restricted)
Washington
Registered Investment Advisory firm - (1/9/2021 Terminated)
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Contact information


Main Address
1845 Se 4th Ave, Fort Lauderdale, FL 33316
Mailing Address
Phone number
(954) 314-6700
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts149
AUM (Assets Under Management)$ 54,324,378

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


MURRAY STREET CAPITAL ADVISORS, LLC

CRD#: 300232

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