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SL

Seth B. Linker

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CRD#: 6832836
SL

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.

Seth Braden Linker was a registered financial professional .

Seth is a previously registered financial professional and started their career in finance in 2017. Seth had worked at 2 firms and has passed the Series 66, SIE and Series 7 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)


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

August 16, 2018 - January 27, 2020

COMMERCE STREET INVESTMENT MANAGEMENT

RIA
CRD#: 144278
DALLAS, TX
Past

December 5, 2017 - January 27, 2020

COMMERCE STREET CAPITAL, LLC

BD
CRD#: 143797
DALLAS, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
COMMERCE STREET INVESTMENT MANAGEMENT
CLARIS CAPITAL PARTNERS | COMMERCE STREET PEAK ADVISORS | COMMERCE STREET INVESTMENT MANAGEMENT | COMMERCE STREET INVESTMENT ADVISOR, LLC

CRD#: 144278 / SEC#: 801-68792

RIA
Registered Investment Advisory firm - (1/22/2008 Approved)

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: 5/7/2018
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
COMMERCE STREET INVESTMENT MANAGEMENT
CLARIS CAPITAL PARTNERS | COMMERCE STREET PEAK ADVISORS | COMMERCE STREET INVESTMENT MANAGEMENT | COMMERCE STREET INVESTMENT ADVISOR, LLC

CRD#: 144278 / SEC#: 801-68792

RIA
Registered Investment Advisory firm - (1/22/2008 Approved)
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Contact information


Main Address
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
Mailing Address
Phone number
(214) 545-6800
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (16 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANNUAL AMENDED FORM ADV PART 2A BROCHURE- MARCH 2025 (3/26/2025)

Regulatory assets under management


Total Number of Accounts76
AUM (Assets Under Management)$ 876,451,597

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


COMMERCE STREET INVESTMENT MANAGEMENT

CRD#: 144278

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