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RS

Robert P. Soehngen

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CRD#: 700672
RS

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.

Robert Phillip Soehngen was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1975. Robert had worked at 10 firms and has passed the Series 63, Series 7, Series 27, Series 4 and Series 24 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

February 2, 1995 - October 17, 1995

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

June 21, 1994 - November 7, 1994

SPENCER EDWARDS, INC.

BD
CRD#: 22067
CENTENNIAL, CO
Past

July 7, 1993 - May 31, 1994

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

June 1, 1992 - July 24, 1993

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

October 1, 1991 - May 11, 1992

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

July 23, 1991 - August 14, 1991

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

January 31, 1991 - July 8, 1991

JJC SECURITIES CO., INC.

BD
CRD#: 3144
Past

May 14, 1984 - January 21, 1991

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

March 25, 1981 - May 30, 1984

RICHEY, FRANKEL & COMPANY

BD
CRD#: 8548
Past

September 21, 1976 - April 20, 1981

B. J. LEONARD AND COMPANY, INC.

BD
CRD#: 62
Past

March 20, 1975 - September 30, 1976

MOUNTAIN PACIFIC INVESTMENT CO.

BD
CRD#: 4296

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
Series 63
Date: 2/3/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TP
TOLUCA PACIFIC SECURITIES CORP.
TOLUCA LAKE SECURITIES CORP. | TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875 / SEC#: , 8-29814

BD
Cancelled by SEC on 06/17/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/01/1983
Firm type
Corporation
Fiscal year end
April
# of Employees

Documents


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


TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875

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