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Joseph Brown

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CRD#: 1032142
JB

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.

Joseph Brown JR was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1982. Joseph had worked at 11 firms and has passed the Series 63, Series 57TO, SIE, Series 55, 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

October 10, 2012 - April 28, 2021

STURDIVANT & CO. INC

BD
CRD#: 24583
CHICAGO, IL
Past

April 7, 2010 - October 9, 2012

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY
Past

August 25, 2003 - February 11, 2010

MAGNA

BD
CRD#: 30935
NEW YORK, NY
Past

January 14, 2002 - August 7, 2003

LEEB BROKERAGE SERVICES, INC.

BD
CRD#: 46195
NEW YORK, NY
Past

June 6, 2000 - October 29, 2001

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

March 22, 2000 - May 25, 2000

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

December 22, 1997 - June 11, 1998

DAIWA CAPITAL MARKETS AMERICA INC.

BD
CRD#: 1576
NEW YORK, NY
Past

March 19, 1997 - December 23, 1997

WR LAZARD, LAIDLAW INCORPORATED

BD
CRD#: 6010
NEW YORK, NY
Past

July 14, 1993 - March 19, 1997

WILSON INSTITUTIONAL SECURITIES, INC.

BD
CRD#: 30553
NEW YORK, NY
Past

September 8, 1992 - July 19, 1993

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

October 4, 1985 - June 18, 1992

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

October 21, 1982 - September 28, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

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: 7/6/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


S&
STURDIVANT & CO. INC
LEGACY INVESTMENT ADVISORS | STURDIVANT & CO. INC. | STURDIVANT & CO. INC | STURDIVANT & CO INC | LEGACY INVESTMENT ADVISORS, LLC

CRD#: 24583 / SEC#: , 8-41204

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


Main Address
603 Sheppard Road, Voorhees, NJ 08043
Mailing Address
603 Sheppard Road, Voorhees, NJ 08043
Phone number
(856) 751-1331
Established
New Jersey since 08/25/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
S & D FINANCIAL HOLDINGS LLCSHAREHOLDER
STURDIVANT INVESTORS GROUP, LLCSHAREHOLDER
DEKRAFFT, HARVEY RICHARDMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, FINOP1579931
GIBBS, CARL RICHARD JRPRESIDENT & CEO2487105

Disclosures


Regulatory Event2

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


STURDIVANT & CO. INC

CRD#: 24583

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