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HG

Harold B. Gallison

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CRD#: 1040211
HG

Professional summary


Harold Bailey Gallison was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Harold is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Harold had worked at 8 firms, which includes PACIFIC CORTEZ SECURITIES INCORPORATED, DEL MAR SECURITIES INC., BURNETT GREY & CO. INC., MARSHALL DAVIS INC., GREENTREE SECURITIES CORP., BROOKS WEINGER ROBBINS & LEEDS INC., SECO SECURITIES INC., FIRST AFFILIATED SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


B J Gallison | Harold Bailey Gallison Ii

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

September 1, 1992 - April 23, 1999

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

June 8, 1989 - July 5, 1989

DEL MAR SECURITIES, INC.

BD
CRD#: 14411
Past

May 18, 1989 - August 18, 1992

BURNETT, GREY & CO., INC.

BD
CRD#: 23430
ATLANTA, GA
Past

January 12, 1989 - April 15, 1989

MARSHALL DAVIS, INC.

BD
CRD#: 16278
Past

February 1, 1988 - December 12, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

July 28, 1986 - February 3, 1988

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

June 14, 1984 - June 19, 1984

SECO SECURITIES, INC.

BD
CRD#: 5363
Past

July 14, 1983 - October 28, 1983

SECO SECURITIES, INC.

BD
CRD#: 5363
Past

April 29, 1982 - April 26, 1985

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871

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: 2/29/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 2/18/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

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