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CM

Carleton G. Mcbride

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CRD#: 1051619
CM

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.

Carleton Glen Mcbride, who also goes by C. Glen Mcbride, was a registered financial professional .

Carleton is a previously registered financial professional and started their career in finance in 1982. Carleton had worked at 7 firms and has passed the Series 3, Series 7, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


C. Glen Mcbride

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

August 9, 2011 - March 5, 2013

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

January 22, 2008 - May 4, 2010

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

July 28, 2004 - April 1, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 28, 2004 - May 24, 2006

OSAIC FA, INC.

BD
CRD#: 3978
LAGRANGE, NY
Past

November 6, 2001 - December 2, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

August 27, 1997 - October 17, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

November 26, 1996 - February 19, 1997

STERLING FOSTER & COMPANY, INC.

BD
CRD#: 36052
UNIONDALE, NY
Past

May 24, 1994 - November 20, 1996

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

August 3, 1982 - April 20, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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


General Industry/Product Exam
RR
Series 3
Date: 1/27/1989
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PC
PRIME CAPITAL SERVICES, INC.
PRIME CAPITAL SERVICES, INC.

CRD#: 18334 / SEC#: , 8-36492

BD
Terminated by SEC on 03/03/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/04/1986
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GILMAN CIOCIA, INC.PARENT CORP.
GREENSTEIN, IVAN HUGHFINANCIAL OPERATIONS PRINCIPAL2626704
MOTTA, CHRISTOPHER JOHNPRINCIPAL2741133
NAPOLITANO, AMY ANNPRESIDENT, DIRECTOR4024302
NAPOLITANO, AMY ANNCHIEF COMPLIANCE OFFICER4024302

Disclosures


Regulatory Event10
Arbitration6

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


PRIME CAPITAL SERVICES, INC.

CRD#: 18334

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