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James P. Scherr

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CRD#: 1055959
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Professional summary


James Perry Scherr was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, James had worked at 11 firms, which includes LH ROSS & COMPANY INC., SUNCOAST CAPITAL GROUP LTD., SOUTHEAST REGIONAL SECURITIES INC., MARCUS STOWELL & BEYE GOVERNMENT SECURITIES INC., MARCUS STOWELL & BEYE INC., PRUDENTIAL EQUITY GROUP LLC, AVM L.P., DAVID LERNER ASSOCIATES INC., THOMSON MCKINNON SECURITIES INC., TMA GOVERNMENT SECURITIES LTD., FAIC SECURITIES INC..

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

January 24, 1997 - March 4, 1997

LH ROSS & COMPANY, INC.

BD
CRD#: 37920
BOCA RATON, FL
Past

February 16, 1994 - February 28, 1995

SUNCOAST CAPITAL GROUP, LTD.

BD
CRD#: 31214
FT. LAUDERDALE, FL
Past

October 13, 1993 - January 11, 1994

SOUTHEAST REGIONAL SECURITIES, INC.

BD
CRD#: 30700
Past

March 16, 1993 - February 1, 1994

MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19184
FORT LAUDERDALE, FL
Past

March 15, 1993 - October 26, 1993

MARCUS, STOWELL & BEYE, INC.

BD
CRD#: 7038
FORT LAUDERDALE, FL
Past

May 24, 1991 - March 16, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 4, 1990 - May 31, 1991

AVM, L.P.

BD
CRD#: 16710
BOCA RATON, FL
Past

February 23, 1990 - September 14, 1990

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
SYOSSET, NY
Past

July 2, 1987 - June 13, 1988

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

October 3, 1985 - June 10, 1987

TMA GOVERNMENT SECURITIES, LTD.

BD
CRD#: 15196
Past

May 20, 1983 - December 5, 1989

FAIC SECURITIES, INC.

BD
CRD#: 8323

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: 12/31/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LR
LH ROSS & COMPANY, INC.
LH ROSS & COMPANY, INC.

CRD#: 37920 / SEC#: , 8-47990

BD
Cancelled by SEC on 10/04/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/03/1994
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LH ROSS HOLDING CORP.PARENT COMPANY
MICHELIN, FRANKLYN ROSSPRESIDENT2459180

Disclosures


Regulatory Event31
Arbitration15

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


LH ROSS & COMPANY, INC.

CRD#: 37920

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