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KJ

Krista B. Jordan

PENTEGRA DISTRIBUTORS
WHITE PLAINS, NY 10604
Some features on this profile are disabled
CRD#: 5472175
KJ

Professional summary

Krista Beth Jordan, AIF®, who also goes by Krista Beth Larimore, is a registered financial professional currently at PENTEGRA DISTRIBUTORS INC. located in White Plains, New York.

Krista is registered as a RR (Registered Representative) and started their career in finance in 2008. Krista has worked at 7 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Krista Beth Larimore

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 Krista Beth Jordan'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 26, 2022 - Present

PENTEGRA DISTRIBUTORS INC.

Office #1: 701 Westchester Avenue Suite 320e, White Plains, NY 10604
BD
CRD#: 26249
WHITE PLAINS, NY
Past

September 9, 2016 - June 15, 2021

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
HILLIARD, OH
Past

September 9, 2016 - September 17, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
COLUMBUS, OH
Past

September 30, 2010 - September 8, 2016

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH
Past

July 1, 2010 - August 25, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
GROVE CITY, OH
Past

April 16, 2010 - June 28, 2010

FIRSTMERIT FINANCIAL SERVICES, INC

BD
CRD#: 149680
LEWIS CENTER, OH
Past

April 10, 2008 - July 17, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
COLUMBUS, OH
Past

April 7, 2008 - July 17, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
COLUMBUS, OH

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

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2008
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PD
PENTEGRA DISTRIBUTORS INC.
PENTEGRA DISTRIBUTORS INC. | RETIREMENT SYSTEM DISTRIBUTORS INC.

CRD#: 26249 / SEC#: , 8-42445

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

Main Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Mailing Address
701 Westchester Avenue Suite 320e, White Plains, NY 10604
Phone number
(914) 821-9554
Established
Delaware since 05/25/1989
Firm type
Corporation
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

Direct owners and executive officers

NamePositionCRD#
PENTEGRA SERVICES INC.PARENT COMPANY
ERNST, LARS GERHARDDIRECTOR, VP AND CCO5197938
FINNEGAN, KEVIN ODIRECTOR
WIETSMA, ERIC HANSDIRECTOR AND PRESIDENT3167584

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

PENTEGRA DISTRIBUTORS INC.

CRD#: 26249White Plains, NY 10604

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