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  2. California Department of Financial Protection and Innovation

    en.wikipedia.org/wiki/California_Department_of...

    In 1909, California passed the Bank Act, creating the State Banking Department. By doing this, California looked to protect depositors and ensure responsible regulation within the banking system. In 1913, the California Legislature enacted the Investment Companies Act, which created the State Corporations Department.

  3. Registered representative (securities) - Wikipedia

    en.wikipedia.org/wiki/Registered_representative...

    Some state laws and broker/dealer policies also require the Series 63 examination (known as the Uniform Securities Agent State Law Exam). [ citation needed ] [ 1 ] A registered representative ("RR" or "rep" or "broker") is authorized to sell a large array of securities such as stocks, bonds, options, mutual funds, limited partnership programs ...

  4. United States securities regulation - Wikipedia

    en.wikipedia.org/wiki/United_States_Securities...

    All brokers and dealers registered with the SEC under 15 U.S.C. § 78o, with some exceptions, are required to be members of SIPC (pursuant to 15 U.S.C. § 78ccc) and are subject to its regulations. [4] The laws that govern the securities industry are: [5] Securities Act of 1933 – regulating distribution of new securities

  5. California Regulatory Notice Register - Wikipedia

    en.wikipedia.org/wiki/California_Regulatory...

    The California Regulatory Notice Register (Notice Register or Z Register) contains notices of proposed regulatory actions by California state agencies to adopt, amend, or repeal regulations contained in the California Code of Regulations (CCR). It is similar to the role of the Federal Register.

  6. Financial Industry Regulatory Authority - Wikipedia

    en.wikipedia.org/wiki/Financial_Industry...

    The NASD was founded on September 3, 1936 as Investment Bankers Conference, Inc. [9] and, on August 7, 1939, was registered under the name National Association of Securities Dealers, Inc. [10] as a national securities association with the SEC under authority granted by the 1938 Maloney Act amendments to the Securities Exchange Act of 1934, [11] which allowed it to supervise the conduct of its ...

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  9. Registered investment adviser - Wikipedia

    en.wikipedia.org/wiki/Registered_investment_adviser

    An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...