Stephen John Dinehart Iii
Professional Summary
Stephen John Dinehart III, who also goes by Stephen J Dinehart, Stephen John Dinehart, Steve Dinehart, is a registered financial advisor currently at GENERATIONAL CAPITAL MARKETS INC. located in Richardson, Texas. Stephen is registered as a RR (Registered Representative) and started their career in finance in 2011. Stephen has worked at 4 firms and has passed the Series 63, SIE, Series 82, Series 79 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen J Dinehart, Stephen John Dinehart, Steve Dinehart
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
GENERATIONAL CAPITAL MARKETS INC. | ZURICH CAPITAL PARTNERS, INC
Contact Information
Main Address
3400 N. Central Expressway Suite 100, Richardson, TX 75082Mailing Address
3400 N. Central Expressway Suite 100, Richardson, TX 75082Phone Number
(972) 448-1000Established
Nevada since 08/23/2006Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(1/6/2020)
(1/6/2020)
(11/19/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82 — Limited Representative-Private Securities Offerings
Passed Feb 2017About the Series 82 examSeries 79 — Investment Banking Registered Representative Examination
Passed Jul 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Stephen John Dinehart III's CRS (Customer Relationship Summary).
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