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JD

Jordan M. Dietrich

R.M. STARK & CO.
Lake Worth Beach, FL 33460-4955
Some features on this profile are disabled
CRD#: 7950806
JD

Professional summary

Jordan Mark Dietrich, who also goes by Jordan Dietrich, is a registered financial professional currently at R.M. STARK & CO., INC. located in Lake Worth Beach, Florida.

Jordan is registered as a RR (Registered Representative) and started their career in finance in 2024. Jordan has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jordan Dietrich

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) - BD

Click below to view Jordan Mark Dietrich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 22, 2024 - Present

R.M. STARK & CO., INC.

Office #1: 730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
BD
CRD#: 7612
Lake Worth Beach, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(2/7/2025)
RR
California
(4/11/2025)
RR
Colorado
(1/22/2025)
RR
Florida
(1/23/2025)
RR
Idaho
(2/7/2025)
RR
Indiana
(2/14/2025)
RR
Minnesota
(2/7/2025)
RR
Mississippi
(2/14/2025)
RR
Missouri
(1/23/2025)
RR
Montana
(5/27/2025)
RR
Nebraska
(2/7/2025)
RR
North Carolina
(2/21/2025)
RR
Ohio
(2/10/2025)
RR
Oklahoma
(2/14/2025)
RR
Oregon
(2/7/2025)
RR
Texas
(8/20/2024)
RR
Virginia
(1/23/2025)
RR
Washington
(2/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/19/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/22/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

RS
R.M. STARK & CO., INC.
R.M. STARK & CO., INC. | RM STARK & CO INC.

CRD#: 7612 / SEC#: , 8-22543

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

Main Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Mailing Address
730 S Federal Hwy, Lake Worth Beach, FL 33460-4955
Phone number
(561) 243-3815
Established
Florida since 09/29/1988
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (45 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#
RMST HOLDING COMPANY, INC.OWNER
MCTAGUE, ROBIN JAYNECHIEF COMPLIANCE OFFICER1438670
STARK, GARY LESTERCEO433866
STARK, GARY LESTERFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, MUNICIPAL SECURITIES PRINCIPAL, REGISTERED OPTIONS PRINCIPAL433866

Disclosures

Regulatory Event4

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

R.M. STARK & CO., INC.

CRD#: 7612Lake Worth Beach, FL 33460-4955

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