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Steven Lynn Burks

Amerigo Asset Management Corporation

Port Charlotte, FL

Port Charlotte, FL

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Current Employers
Amerigo Asset Management Corporation

4410 Library Street, Port Charlotte, FL 33948 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-06
TX RA APPROVED 2011-07-18
  • FL RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2011-07-18

Branch Locations

4410 Library Street, Port Charlotte, FL 33948 • United States

4410 Library Street, Port Charlotte, FL 33948 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Channel Trend Asset Management Corporation Dallas TX 06/2010 Present
  • 06/2010 → Present
    Channel Trend Asset Management Corporation
    Dallas, TX
Previous Registrations
  • 2002-08-30 → 2010-05-24
    Cullum & Burks Securities, Inc.
    Harleton, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-24
S63 Uniform Securities Agent State Law Examination 1986-03-19
  • S65 Uniform Investment Adviser Law Examination
    1997-02-24
  • S63 Uniform Securities Agent State Law Examination
    1986-03-19
Other Names
  • Steve Burks
  • Steven Lynn Burks

View on SEC IAPD

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