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Rondell E. Loftin

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CRD#: 1023848
RL

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.

Rondell Eugene Loftin SR, who also goes by Rondell Eugene Loftin, was a registered financial professional .

Rondell is a previously registered financial professional and started their career in finance in 1982. Rondell had worked at 5 firms and has passed the Series 63, Series 7, Series 52 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rondell Eugene Loftin

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

August 26, 1986 - February 11, 1989

U.S. ASSOCIATES, INC.

BD
CRD#: 13511
Past

February 3, 1986 - August 19, 1986

FIRST INVESTMENT SECURITIES, INC.

BD
CRD#: 13459
Past

April 18, 1985 - October 25, 1985

FIRST INVESTMENT SECURITIES, INC.

BD
CRD#: 13459
Past

February 28, 1985 - April 16, 1985

COLLINS SECURITIES CORPORATION

BD
CRD#: 14203
Past

April 22, 1982 - January 18, 1985

UNITED CAPITAL CORPORATION

BD
CRD#: 8268
Past

January 26, 1982 - April 23, 1982

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179

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: 1/28/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


UA
U.S. ASSOCIATES, INC.
CLINT BOSHEARS SECURITIES, INC. | U.S. ASSOCIATES, INC.

CRD#: 13511 / SEC#: , 8-29347

BD
Expelled by FINRA on 12/19/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
Arkansas since 03/17/1983
Firm type
Corporation
Fiscal year end
June
# 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


U.S. ASSOCIATES, INC.

CRD#: 13511

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