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Charles V. Pankey

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CRD#: 1007915
CP

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.

Charles Vaughn Pankey was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1981. Charles had worked at 14 firms and has passed the Series 63, Series 7, Series 53 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

January 11, 1999 - February 11, 1999

THE CHAPMAN CO.

BD
CRD#: 19178
COLUMBIA, MD
Past

October 29, 1997 - July 30, 1998

FALCON INVESTMENT CORP.

BD
CRD#: 42231
DENVER, CO
Past

May 23, 1997 - October 30, 1997

CAPITAL INTERNATIONAL SECURITIES GROUP, INC.

BD
CRD#: 29771
MIAMI, FL
Past

July 15, 1996 - September 12, 1996

SAUCEDA & GRANVILLE SECURITIES, INC.

BD
CRD#: 28939
DENVER, CO
Past

September 29, 1995 - June 13, 1996

SIMON SECURITIES, INC.

BD
CRD#: 16746
COLLINGSWOOD, NJ
Past

October 20, 1993 - February 21, 1995

STRATEGIC RESOURCE MANAGEMENT, INC.

BD
CRD#: 28974
AURORA, CO
Past

January 8, 1991 - July 29, 1993

LP CHARLES & COMPANY, INC.

BD
CRD#: 27020
Past

October 16, 1989 - February 4, 1991

KOBER FINANCIAL CORP.

BD
CRD#: 17551
ENGLEWOOD, CO
Past

October 22, 1985 - November 8, 1989

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

June 3, 1985 - October 24, 1985

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

January 17, 1984 - June 12, 1985

CITIWIDE SECURITIES CORP.

BD
CRD#: 10707
Past

July 21, 1983 - November 21, 1983

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

November 3, 1981 - May 31, 1983

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

October 13, 1981 - October 20, 1981

B & L SECURITIES CORPORATION

BD
CRD#: 8611

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: 6/20/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TC
THE CHAPMAN CO.
THE CHAPMAN CO | THE CHAPMAN CO.

CRD#: 19178 / SEC#: , 8-37188

BD
Cancelled by SEC on 10/04/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 09/16/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CHAPMAN HOLDINGS, INC.PARENT
BALDWIN, DANIEL JRPRESIDENT1916044
BALLARD, MARY LYNNTREASURER, ASST SEC, COMPLIANCE OFFICER1887039
BRAVO, EARL URBAN SRDIRECTOR, SR VP, SEC, ASST TREAS., FIN-OP2034052

Disclosures


Regulatory Event8
Civil Event1
Arbitration1

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 CHAPMAN CO.

CRD#: 19178

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