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Anita L. Mills-barry

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CRD#: 1038776
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.

Anita Lynn Mills-barry, who also goes by Anita Lynn Barry, Anita Barry, Anita L Mills, Anita Mills, Anita Lynn Millsbarry, was a registered financial professional .

Anita is a previously registered financial professional and started their career in finance in 1982. Anita had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 4, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anita Lynn Barry | Anita Barry | Anita L Mills | Anita Mills | Anita Lynn Millsbarry

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

January 23, 2001 - September 24, 2003

CULLUM & BURKS SECURITIES, INC.

BD
CRD#: 46600
DALLAS, TX
Past

April 16, 1998 - December 21, 1999

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

August 29, 1996 - July 27, 1998

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX
Past

November 11, 1992 - August 24, 1993

CEMI SECURITIES CORPORATION

BD
CRD#: 28306
DALLAS, TX
Past

April 5, 1991 - November 8, 1996

LORD & KENDYLL INVESTMENTS, INC.

BD
CRD#: 14027
IRVING, TX
Past

August 31, 1990 - February 12, 1991

BALLY SECURITIES, INC.

BD
CRD#: 22332
Past

February 8, 1989 - March 14, 1991

HORIZON CAPITAL, INCORPORATED

BD
CRD#: 20754
Past

March 3, 1982 - March 15, 1990

FIRST ARLINGTON SECURITIES, INC.

BD
CRD#: 10372

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: 12/23/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


C&
CULLUM & BURKS SECURITIES, INC.
COVENANT FINANCIAL SERVICES | WEALTH MANAGEMENT GROUP | SMILEY ELMORE AND ASSOCIATES | RIGHT CHOICE FINANCIAL | MEGA CAPITAL | KNS SOLUTIONS, INC. | INSIGHT FINANCIAL GROUP | HOPPER FINANCIAL SERVICES | HLW ADVISORS | GANNETT GROUP/AIRPARK | FLEMING, OLIVER, AND ASSOCIATES | FINANCIAL DESTINY | CULLUM & BURKS SECURITIES, INC.

CRD#: 46600 / SEC#: , 8-51487

BD
Terminated by SEC on 07/19/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/13/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CULLUM & BURKS, INC.100% SHAREHOLDER
BURKS, STEVEN LYNNPRESIDENT/CHIEF LEGAL AND OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER1466048
CULLUM, THOMAS TIMOTHYCHAIRMAN/CEO/SECRETARY58464
KELL, WILLIAM DAVIDVP/SROP1919035

Disclosures


Regulatory Event4
Civil Event1
Arbitration3

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


CULLUM & BURKS SECURITIES, INC.

CRD#: 46600

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