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Dwight A. Mcelree

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CRD#: 1026978
DM

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.

Dwight Allen Mcelree was a registered financial professional .

Dwight is a previously registered financial professional and started their career in finance in 1982. Dwight had worked at 5 firms and has passed the Series 65, Series 63, SIE, 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

March 30, 2009 - August 20, 2015

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
RICHLAND CENTER, WI
Past

December 6, 2007 - August 20, 2015

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
RICHLAND CENTER, WI
Past

September 1, 2004 - December 18, 2007

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
RICHLAND CENTER, WI
Past

August 31, 2001 - September 2, 2004

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

December 19, 2000 - August 31, 2001

ASSOCIATED INVESTMENT SERVICES, INC.

BD
CRD#: 1464
GREEN BAY, WI
Past

January 25, 1982 - October 30, 2000

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
IAR
Series 65
Date: 3/28/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IC
INVESTMENT CENTERS OF AMERICA, INC.
FARWEST SECURITIES CORPORATION | INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443 / SEC#: 801-56410, 8-33983

BD
Terminated by SEC on 09/08/2018
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Contact information


Main Address
5555 W Grande Market Drive, Appleton, WI 54913-8403
Mailing Address
Phone number
Established
North Dakota since 01/24/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

TERMINATED - ADV PART 2A APPENDIX 1 (3/29/2018)

Direct owners and executive officers


NamePositionCRD#
INVEST FINANCIAL CORPORATIONDIRECT OWNER12984
COLEMAN, CAREN LESLIEVP, NPH PRODUCT AND SPONSOR RELATIONS4298287
COLLINS, MAURA KATHRYNSVP/CFO NATIONAL PLANNING HOLDINGS4761732
DOWDEN, STEVEN HOWARDPRESIDENT AND CEO OF NPH2666894
GUNDERSON, GERRY ANPH GENERAL COUNSEL & SVP REGULATORY AFFAIRS2448501
HARRIS, BRADLEY OLANDIRECTOR6589930
KALINOWSKI, DAWN MARIESVP/COO2770565
KOMOSZEWSKI, JAMES ANTHONYPRESIDENT/CEO/DIRECTOR2833256
LAMBRECHTS, VANESSA MARIE RODRIGUEZVP, FINOP & CONTROLLER4800775
MCCALLOP, PATRICIA ANNNPH AND ICA SVP & CHIEF COMPLIANCE OFFICER5059176
MILLER, JAMES PETERNPH SVP OPERATIONS1955960

Disclosures


Regulatory Event5
Arbitration4
Bond3

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


INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

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