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BC

Bonita G. Crockett

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CRD#: 833174
BC

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.

Bonita Gayle Crockett, who also goes by Bonita G Crockett, Bonita Gayle Schroder Crockett, Bonita Schroder Crockett, Bonita G Schroder, was a registered financial professional .

Bonita is a previously registered financial professional and started their career in finance in 1977. Bonita had worked at 9 firms and has passed the Series 63, Series 55, Series 7 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bonita G Crockett | Bonita Gayle Schroder Crockett | Bonita Schroder Crockett | Bonita G Schroder

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

August 26, 2003 - March 30, 2004

SPENCER EDWARDS, INC.

BD
CRD#: 22067
CENTENNIAL, CO
Past

April 21, 1995 - June 27, 2002

DEUTSCHE IXE, LLC

BD
CRD#: 7172
NEW YORK, NY
Past

February 11, 1991 - August 20, 1991

DEUTSCHE IXE, LLC

BD
CRD#: 7172
Past

May 8, 1985 - October 25, 1990

R.B. MARICH, INC.

BD
CRD#: 13227
Past

July 12, 1984 - December 27, 1984

RICHEY, FRANKEL & COMPANY

BD
CRD#: 8548
Past

March 15, 1983 - May 9, 1984

CHESLEY AND DUNN, INC.

BD
CRD#: 8362
Past

May 18, 1981 - February 22, 1982

WALFORD, DEMARET & CO., INC.

BD
CRD#: 7985
Past

May 28, 1978 - May 16, 1981

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 7619
Past

November 1, 1977 - May 28, 1978

AMERICAN WESTERN SECURITIES, INC.

BD
CRD#: 6304
Past

February 2, 1977 - November 28, 1977

PITTMAN & COMPANY, INCORPORATED

BD
CRD#: 5225

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: 4/14/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/28/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 40
Date: 1/28/1977
Registered Principal Examination

Current Firm


SE
SPENCER EDWARDS, INC.
EMERALD SECURITIES, INC. | WORLD SECURITIES CORPORATION | SPENCER EDWARDS, INC.

CRD#: 22067 / SEC#: , 8-39511

BD
Terminated by SEC on 03/01/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 10/22/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRIMARC HOLDING CORP.PARENT COMPANY
FLEMMING, DONNA JEANCHIEF FINANCIAL OFFICER/FINOP1791388
FLEMMING, DONNA JEANPRESIDENT, CHIEF EXECUTIVE OFFICER1791388
KASZYCKI, JOHN EDWARDCHIEF COMPLIANCE OFFICER264844
RICHARDSON, THOMAS CRAIGMANAGER OF TRADING867402

Disclosures


Regulatory Event18
Arbitration2

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


SPENCER EDWARDS, INC.

CRD#: 22067

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