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DB

Dennis A. Burks

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CRD#: 706270
DB

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.

Dennis Alton Burks was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1980. Dennis had worked at 16 firms and has passed the Series 63, Series 7, 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

May 22, 1998 - October 9, 2000

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

March 18, 1998 - April 28, 1998

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 29, 1997 - March 18, 1998

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

August 19, 1991 - April 21, 1997

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

April 30, 1990 - November 9, 1990

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

June 6, 1989 - September 18, 1989

KOCHCAPITAL

BD
CRD#: 21038
Past

April 18, 1989 - July 10, 1989

FLEMMING, ANDERSON, COHEN & LEE, INC.

BD
CRD#: 23121
LITTLETON, CO
Past

February 22, 1989 - June 23, 1989

J. B. STERLING CORP. (INVESTMENT SECURITIES)

BD
CRD#: 8205
Past

September 11, 1986 - January 29, 1990

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

July 15, 1985 - July 23, 1987

HICKEY, KOBER, INCORPORATED

BD
CRD#: 10290
Past

May 4, 1984 - August 13, 1984

WILLIAM BARTON FINANCIAL, INC.

BD
CRD#: 13893
Past

January 23, 1984 - May 29, 1984

FITZGERALD, TALMAN, INC.

BD
CRD#: 13699
Past

June 24, 1983 - February 2, 1984

BUCKINGHAM SECURITIES, LTD.

BD
CRD#: 10570
Past

November 17, 1982 - May 23, 1983

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Past

September 2, 1982 - September 13, 1982

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

February 11, 1982 - August 5, 1982

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

June 6, 1980 - January 19, 1982

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

March 21, 1980 - July 2, 1980

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619

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: 6/1/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EF
EDI FINANCIAL, INC.
EDI FINANCIAL, INC. | R.R. ORR & ASSOCIATES INC. | HIBLER & ORR INC.

CRD#: 15699 / SEC#: , 8-32566

BD
Terminated by SEC on 02/03/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/05/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRINZ, MARTIN WILLIAMPRESIDENT, DIRECTOR, CSO, CCO1330601
DAILY, JAY PATRICKSHAREHOLDER1471899
JOHN, VARKEYFINOP4530162

Disclosures


Regulatory Event11
Arbitration4

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


EDI FINANCIAL, INC.

CRD#: 15699

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