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BB

Bruce N. Ball

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CRD#: 1056725
BB

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.

Bruce Norman Ball was a registered financial advisor .

Bruce is a previously registered financial advisor and started their career in finance in 1982. Bruce had worked at 14 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 53, Series 24, Series 4 and Series 8 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 31, 2008 - December 11, 2008

BLACK ROSE EQUITY MANAGEMENT LLC

BD
CRD#: 147299
PORTLAND, OR
Past

January 4, 2008 - November 1, 2008

PACIFIC INVESTMENT CONSULTANTS, INC

RIA
CRD#: 145732
VANCOUVER, WA
Past

January 2, 2008 - January 1, 2010

PACIFIC INVESTMENT CONSULTANTS, INC

RIA
CRD#: 145732
VANCOUVER, WA
Past

September 12, 2007 - November 5, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
VANCOUVER, WA
Past

September 12, 2007 - November 5, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
VANCOUVER, WA
Past

July 27, 2006 - November 8, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
VANCOUVER, WA
Past

July 27, 2006 - November 8, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

February 9, 2006 - September 13, 2007

MKG CAPITAL ADVISORS

RIA
CRD#: 130696
PORTLAND, OR
Past

April 27, 2004 - December 31, 2005

MKG CAPITAL ADVISORS LTD.

RIA
CRD#: 130696
PORTLAND, OR
Past

September 9, 2003 - July 6, 2006

MKG FINANCIAL GROUP, INC.

BD
CRD#: 104214
PORTLAND, OR
Past

February 27, 2003 - September 9, 2003

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

March 5, 2001 - December 20, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 10, 2000 - March 6, 2001

GRAND FINANCIAL, INC.

BD
CRD#: 19571
ADDISON, TX
Past

February 15, 2000 - June 28, 2000

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

February 15, 2000 - June 28, 2000

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 15, 1996 - February 14, 2000

MCGINN, SMITH & CO., INC.

BD
CRD#: 8453
ALBANY, NY
Past

March 7, 1990 - September 4, 1996

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

July 23, 1982 - March 24, 1990

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
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


State Security Law Exam
IAR
Series 65
Date: 3/9/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/11/1992
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/30/1982
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BR
BLACK ROSE EQUITY MANAGEMENT LLC
BLACK ROSE EQUITY MANAGEMENT LLC | BLACK ROSE EQUITY MANAGEMENT, LLC

CRD#: 147299 / SEC#: , 8-67896

BD
Terminated by SEC on 05/05/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Oregon since 04/10/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RUSSO, DIANA LOUISEACTING CCO5536651
THORNTON, STEVEN LEEFINOP4496384

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


BLACK ROSE EQUITY MANAGEMENT LLC

CRD#: 147299

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