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DK

Dwight K. Kay

FNEX CAPITAL
Torrence, CA 90503
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CRD#: 5376903
DK

Professional summary


Dwight Kristopher Kay is a registered financial professional currently at FNEX CAPITAL, LLC located in Torrence, California.

Dwight is registered as a RR (Registered Representative) and started their career in finance in 2007. Dwight has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 22 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 Dwight Kristopher Kay's CRS (Customer Relationship Summary).
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

January 21, 2022 - Present

FNEX CAPITAL, LLC

Office #1: 2958 Columbia St, Torrence, CA 90503
BD
CRD#: 166316
Torrence, CA
Past

July 23, 2020 - January 14, 2022

GROWTH CAPITAL SERVICES, INC.

BD
CRD#: 124658
Torrance, CA
Past

June 12, 2017 - July 28, 2020

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
Torrance, CA
Past

July 13, 2015 - June 8, 2017

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
CENTENNIAL, CO
Past

October 17, 2012 - July 20, 2015

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Palos Verdes Estates, CA
Past

November 6, 2009 - October 17, 2012

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SAN PEDRO, CA
Past

November 3, 2009 - November 9, 2009

PRIVATE ASSET GROUP, INC.

BD
CRD#: 142541
COSTA MESA, CA
Past

July 17, 2007 - November 2, 2009

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
PASADENA, CA

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
Alabama
(1/21/2022)
RR
Alaska
(1/21/2022)
RR
Arizona
(1/21/2022)
RR
Arkansas
(1/21/2022)
RR
California
(1/21/2022)
RR
Colorado
(1/21/2022)
RR
Connecticut
(1/21/2022)
RR
Delaware
(1/21/2022)
RR
District of Columbia
(1/21/2022)
RR
Florida
(1/21/2022)
RR
Georgia
(1/21/2022)
RR
Hawaii
(1/21/2022)
RR
Idaho
(1/21/2022)
RR
Illinois
(1/21/2022)
RR
Indiana
(1/21/2022)
RR
Iowa
(1/21/2022)
RR
Kansas
(1/21/2022)
RR
Kentucky
(1/21/2022)
RR
Louisiana
(1/21/2022)
RR
Maine
(1/21/2022)
RR
Maryland
(1/21/2022)
RR
Massachusetts
(1/21/2022)
RR
Michigan
(1/21/2022)
RR
Minnesota
(1/21/2022)
RR
Mississippi
(1/21/2022)
RR
Missouri
(1/21/2022)
RR
Montana
(1/21/2022)
RR
Nebraska
(1/21/2022)
RR
Nevada
(1/21/2022)
RR
New Hampshire
(1/21/2022)
RR
New Jersey
(1/21/2022)
RR
New Mexico
(1/21/2022)
RR
New York
(1/21/2022)
RR
North Carolina
(1/21/2022)
RR
North Dakota
(1/21/2022)
RR
Ohio
(1/21/2022)
RR
Oklahoma
(1/21/2022)
RR
Oregon
(11/4/2024)
RR
Pennsylvania
(1/21/2022)
RR
Rhode Island
(1/21/2022)
RR
South Carolina
(1/21/2022)
RR
South Dakota
(1/21/2022)
RR
Tennessee
(1/21/2022)
RR
Texas
(1/21/2022)
RR
Utah
(1/21/2022)
RR
Vermont
(1/21/2022)
RR
Virginia
(1/25/2022)
RR
Washington
(1/21/2022)
RR
West Virginia
(1/21/2022)
RR
Wisconsin
(1/21/2022)
RR
Wyoming
(1/21/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 7/30/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FNEX CAPITAL, LLC
APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC

CRD#: 166316 / SEC#: , 8-69199

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


Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204
Phone number
(317) 580-2588
Established
Indiana since 06/04/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
FNEX, LLCMEMBER
HEGER, LOREN EUGENECEO, CCO, AMLCO, EXEC. REP.6143753
TEUFEL, FREDERICK CHARLESFINOP2092408

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


FNEX CAPITAL, LLC

CRD#: 166316Torrence, CA 90503

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