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Anastasia M. Dixon

Some features on this profile are disabled
CRD#: 6378023
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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.

Anastasia Marie Dixon, who also goes by Anastasia Marie Dixon, Ana Wilkinson, Anastasia Marie Wilkinson, was a registered financial professional .

Anastasia is a previously registered financial professional and started their career in finance in 2016. Anastasia had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anastasia Marie Dixon | Ana Wilkinson | Anastasia Marie Wilkinson

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

November 21, 2016 - October 2, 2017

KW SECURITIES CORPORATION

BD
CRD#: 8237
MEDFORD, OR
Past

November 16, 2016 - January 30, 2018

SKYOAK CAPITAL, INC.

RIA
CRD#: 154248
MEDFORD, OR
Past

March 16, 2016 - August 26, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
MEDFORD, OR

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: 6/30/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/2/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2016
General Securities Representative Examination

Current Firm

KS
KW SECURITIES CORPORATION
KW SECURITIES CORPORATION

CRD#: 8237 / SEC#: , 8-24792

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

Main Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Mailing Address
732 Smithtown Bypass Suite 203, Smithtown, NY 11787
Phone number
(631) 595-5309
Established
California since 02/07/1980
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 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#
DEVEXPERTS INC.100% DIRECT OWNER
PEREYRA, ALVARO LUISCEO5578565
RUSSELL, SARAH DETLINGPFO & FINOP6727189
STACHE, PAUL GERARDCHIEF COMPLIANCE OFFICER1170097

Disclosures

Regulatory Event3

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

KW SECURITIES CORPORATION

CRD#: 8237

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