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Wendy A. Rea

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CRD#: 724857
WR

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.

Wendy Austin Rea, who also goes by Wendy Patrice Austin, Wendy Austin, Wendy Austin Ingram, was a registered financial professional .

Wendy is a previously registered financial professional and started their career in finance in 1981. Wendy had worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 24, Series 10, Series 9, Series 4 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wendy Patrice Austin | Wendy Austin | Wendy Austin Ingram

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

April 24, 2023 - September 18, 2023

TICKRS CLEARING

BD
CRD#: 312531
IRVINE, CA
Past

February 11, 2013 - May 20, 2022

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Pasadena, CA
Past

July 7, 2011 - September 26, 2012

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

March 23, 2009 - June 24, 2009

FINANCIAL ADVISERS OF AMERICA, LLC

BD
CRD#: 142170
CARLSBAD, CA
Past

February 23, 1981 - February 7, 2008

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LOS ANGELES, CA

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: 5/17/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/15/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


TC
TICKRS CLEARING
TICKRS CLEARING | VALUABLE CAPITAL SECURITIES, LLC | VALUABLE CAPITAL SECURITIES | TICKRS CLEARING LLC

CRD#: 312531 / SEC#: , 8-70658

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
Mailing Address
100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
Phone number
(949) 393-1606
Established
Delaware since 12/22/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (16 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#
TICKRS US HOLDINGS INCMEMBER
ARELLANO, FRANKPOO7508264
LAM, COLIN KISHUNCHIEF FINANCIAL OFFICER/PFO/FINOP4621438
MURPHY, KEVINCHIEF EXECUTIVE OFFICER1645347
NICHOLS, ANN HENRYCHIEF COMPLIANCE OFFICER5572737
VALENZUELA, ALFREDCHIEF OPERATION OFFICER
ZAK, STEPHEN PETERPOO2423424

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


TICKRS CLEARING

CRD#: 312531

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