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Thomas H. Bock

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CRD#: 806182
TB

Professional summary


Thomas Herbert Bock was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thomas Herbert Bock, who also goes by Tom Bock, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1975. Thomas had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Bock

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

January 1, 1999 - March 5, 2020

BOCK EVANS FINANCIAL COUNSEL, LTD.

RIA
CRD#: 112859
DENVER, CO
Past

September 13, 1994 - September 1, 2015

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
DENVER, CO
Past

May 2, 1991 - September 19, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

December 13, 1978 - May 28, 1991

WORLD CAPITAL BROKERAGE, INC.

BD
CRD#: 37
DENVER, CO
Past

August 10, 1977 - January 4, 1979

HANIFEN, IMHOFF INC.

BD
CRD#: 2126
Past

March 20, 1975 - August 27, 1977

BOSWORTH SULLIVAN & COMPANY INCORPORATED

BD
CRD#: 103

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: 7/13/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 40
Date: 6/23/1978
Registered Principal Examination

Current Firm


BE
BOCK EVANS FINANCIAL COUNSEL, LTD.
BOCK EVANS FINANCIAL COUNSEL, LTD | BOCK EVANS FINANCIAL COUNSEL, LTD.

CRD#: 112859 / SEC#: 801-68103

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Contact information


Main Address
Denver, CO
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BOCK EVANS FINANCIAL COUNSEL, LTD.

CRD#: 112859

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