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Aimee B. Mccrory

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CRD#: 834679
AM

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.

Aimee Bess Mccrory, who also goes by Amiee Bess Ehrenkranz, Aimee B Mccrory, was a registered financial professional .

Aimee is a previously registered financial professional and started their career in finance in 1977. Aimee had worked at 7 firms and has passed the Series 63, Series 7, Series 1 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amiee Bess Ehrenkranz | Aimee B Mccrory

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 25, 2010 - October 24, 2011

INROADS CAPITAL MANAGEMENT LLC

RIA
CRD#: 151965
HOUSTON, TX
Past

April 1, 2004 - December 31, 2018

CAZ INVESTMENTS L.P.

RIA
CRD#: 113931
HOUSTON, TX
Past

August 9, 1991 - June 10, 1992

CROMWELL SECURITIES, INC.

BD
CRD#: 25838
Past

February 19, 1986 - June 17, 1989

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
Past

June 22, 1983 - February 28, 1986

WINTHROP SECURITIES CO., INC.

BD
CRD#: 6925
Past

September 1, 1981 - June 7, 1983

WESTENDARP, MCCRORY & CO.

BD
CRD#: 10099
Past

March 14, 1977 - October 28, 1981

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 6/8/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/25/1977
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


IC
INROADS CAPITAL MANAGEMENT LLC
INROADS CAPITAL MANAGEMENT LLC

CRD#: 151965 / SEC#: 801-70758

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Contact information


Main Address
Suite 2020, One Riverway, Houston, TX 77056-1993
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


INROADS CAPITAL MANAGEMENT LLC

CRD#: 151965

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