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AM

Amy P. Maclaughlin

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CRD#: 1026628
AM

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.

Amy Prout Maclaughlin, who also goes by Amy Prout, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 1981. Amy had worked at 7 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amy Prout

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

June 1, 2006 - May 10, 2016

AVONDALE PARTNERS, LLC

BD
CRD#: 46838
BALTIMORE, MD
Past

July 1, 2003 - August 26, 2005

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

October 1, 1999 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 20, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

June 14, 1999 - July 16, 1999

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

December 24, 1981 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

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: 1/28/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/24/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


AP
AVONDALE PARTNERS, LLC
AVONDALE PARTNERS, LLC | CONVERTIBLE DESK, LLC

CRD#: 46838 / SEC#: 801-70070, 8-51550

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
4322 Harding Pike Suite 450, Nashville, TN 37215
Mailing Address
4322 Harding Pike Suite 414, Nashville, TN 37205
Phone number
(615) 467-3500
Established
Tennessee since 01/05/1999
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

PART 2A (10/2/2018)

Direct owners and executive officers


NamePositionCRD#
AVONDALE GROUP LLCVOTING MEMBER
KREBS, PHILIP DONALDMANAGING PARTNER1215465
MORPHETT, JONATHAN GUYMANAGING PARTNER1567821
OERTLING, JOEL DARRENCFO, FINOP, DIRECTOR OF FINANCE4363337
SHEPHERD, ROBERT PATRICKMANAGING PARTNER, CCO1221884

Disclosures


Regulatory Event1

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


AVONDALE PARTNERS, LLC

CRD#: 46838

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