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TS

Thomas A. Starshak

STARSHAK WINZENBURG & CO
Chicago, IL 60603-5008
Some features on this profile are disabled
CRD#: 5280941
TS

Professional summary


Thomas Albert Starshak is a registered financial professional currently at STARSHAK WINZENBURG & CO located in Chicago, Illinois.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2007. Thomas has worked at 1 firm and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 50, Series 7, Series 14, Series 54, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Thomas Albert Starshak's CRS (Customer Relationship Summary).

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


Current

February 5, 2007 - Present

STARSHAK WINZENBURG & CO

Office #1: 55 W. Monroe St. Suite 2530, Chicago, IL 60603-5008Office #2: 55 W. Monroe St. Suite 2530, Chicago, IL 60603
BD
CRD#: 26195
Chicago, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(3/12/2007)

Exams


State Security Law Exam
RR
Series 63
Date: 3/9/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional 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
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SW
STARSHAK WINZENBURG & CO
MAYFLOWER PARTNERS & CO. | STARSHAK WINZENBURG & CO | STARSHAK WELNHOFER & CO. | STARMANN STARSHAK WELNHOFER & CO.

CRD#: 26195 / SEC#: , 8-42370

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


Main Address
55 W. Monroe St. Suite 2530, Chicago, IL 60603-5008
Mailing Address
55 W. Monroe St. Suite 2530, Chicago, IL 60603-5008
Phone number
(312) 444-9367
Established
Illinois since 02/09/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STARSHAK, JOSEPH BENEDICTPRESIDENT, SHAREHOLDER2137254
STARSHAK, THOMAS ALBERTCHIEF COMPLIANCE OFFICER5280941

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


STARSHAK WINZENBURG & CO

CRD#: 26195Chicago, IL 60603-5008

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