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SA

Steven D. Allbright

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CRD#: 1003767
SA

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.

Steven Dale Allbright was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1981. Steven had worked at 9 firms and has passed the Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

May 25, 1994 - October 23, 1995

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
NEW YORK, NY
Past

October 14, 1991 - May 25, 1993

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

November 28, 1990 - August 2, 1991

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

May 30, 1990 - October 11, 1990

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
FAIRFIELD, NJ
Past

February 9, 1990 - June 12, 1990

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

September 1, 1988 - February 13, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

May 24, 1988 - September 14, 1988

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY
Past

February 2, 1987 - May 31, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

November 4, 1981 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621
COLTS NECK, NJ

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


General Industry/Product Exam
RR
Series 7
Date: 8/15/1981
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


TW
THE WELLINGTON GROUP, INC.
CONCORDE BROKERAGE CORP. | THE WELLINGTON GROUP, INC.

CRD#: 17814 / SEC#: , 8-35774

BD
Cancelled by SEC on 04/23/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/05/1986
Firm type
Corporation
Fiscal year end
January
# of Employees

Documents


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


THE WELLINGTON GROUP, INC.

CRD#: 17814

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