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CW

C J. Walker

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CRD#: 1027089
CW

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.

C James Walker, who also goes by Charles James Walker III, was a registered financial professional .

C is a previously registered financial professional and started their career in finance in 1982. C had worked at 18 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles James Walker Iii

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 2, 2012 - January 4, 2013

CAPITAL PATH SECURITIES, LLC

BD
CRD#: 104363
MIDDLE ISLAND, NY
Past

February 27, 2009 - March 6, 2010

HUDSON SECURITIES,INC.

BD
CRD#: 10467
NEW YORK, NY
Past

August 25, 2005 - March 25, 2009

WESTMINSTER SECURITIES CORPORATION

BD
CRD#: 6105
NEW YORK, NY
Past

June 14, 2002 - November 10, 2003

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

October 9, 2001 - June 14, 2002

SOMERSET FINANCIAL GROUP, INC.

BD
CRD#: 46507
PRINCETON, NJ
Past

April 11, 2001 - August 2, 2001

THOMAS FLETCHER & COMPANY, INC.

BD
CRD#: 43675
NEW YORK, NY
Past

July 30, 1998 - March 13, 2000

DOMINARI SECURITIES LLC

BD
CRD#: 18975
GREENWICH, CT
Past

October 29, 1996 - July 14, 1998

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

November 10, 1994 - October 25, 1996

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

June 27, 1994 - August 12, 1994

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
FAIRFIELD, NJ
Past

April 15, 1993 - June 10, 1994

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, NY
Past

August 29, 1991 - March 22, 1993

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

December 7, 1990 - August 12, 1991

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

July 25, 1988 - December 7, 1990

COZAD INVESTMENT SERVICES, INC.

BD
CRD#: 10065
Past

April 13, 1988 - July 5, 1988

OPPENHEIMER & CO. INC.

BD
CRD#: 249
Past

September 23, 1987 - April 13, 1988

FAHNESTOCK INTERNATIONAL INC.

BD
CRD#: 279
Past

August 22, 1984 - March 4, 1985

ROONEY, PACE INC.

BD
CRD#: 6218
Past

November 15, 1982 - April 13, 1984

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

January 25, 1982 - April 13, 1982

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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: 11/12/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CP
CAPITAL PATH SECURITIES, LLC
CAPITAL PATH SECURITIES, LLC | SFS CAPITAL, LLC

CRD#: 104363 / SEC#: , 8-52824

BD
Terminated by SEC on 10/11/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 08/07/2000
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DAVIS, WILLIAM JOHNPRESIDENT / CHIEF COMPLIANCE OFFICER / ROP1247007
GEORGE, KENNETH RONALDFINANCIAL OPERATIONS PRINCIPAL2643369

Disclosures


Regulatory Event4

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


CAPITAL PATH SECURITIES, LLC

CRD#: 104363

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