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GC

Gary D. Cowell

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CRD#: 1063414
GC

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.

Gary Donald Cowell, who also goes by Gary D Cowell, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1982. Gary had worked at 6 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary D Cowell

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

November 14, 2000 - September 25, 2002

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

January 25, 1995 - December 4, 2000

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

November 5, 1993 - December 20, 1994

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

June 5, 1989 - March 4, 1993

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

August 19, 1987 - June 16, 1989

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

September 20, 1982 - July 23, 1987

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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: 9/28/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BV
BLUE VASE SECURITIES, LLC
ABN INSURANCE BROKERAGE - INSURANCE ONLY | BLUE VASE SECURITIES, LLC | ATLAS FINANCIAL NETWORK, INC. - INSURANCE ONLY | ATLAS BROKERAGE, LP | ATLAS BROKERAGE COMPANY, L.P. | AFN INSURANCE SERVICES - INSURANCE ONLY | AFN INSURANCE - INSURANCE ONLY

CRD#: 46765 / SEC#: , 8-51528

BD
Terminated by SEC on 02/18/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 11/19/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLUE VASE HOLDINGS, LLCLIMITED LIABILITY COMPANY
DOOLEY, SCOTT TIMOTHYSUPERVISING TRADING PRINCIPAL / MEMBER4225054
FISHER, BRIAN EDWARDVICE PRESIDENT, SECRETARY, MUNICIPAL PRINCIPAL, OPERATIONS PRINCIPAL / MANAGER3253170
GERWING, TIMOTHY ALANIT DEPT / MEMBER4594031
HOLMES, SUSAN LOUISECHIEF COMPLIANCE OFFICER, FINOP, SENIOR OPTIONS PRINCIPAL / MANAGER2447692
LAUGHLIN, WILLIAM HAROLD IIIVICE PRESIDENT SALES AND MARKETING1527661
MCCORMICK, CLIFFORD MICHAELPRESIDENT , CEO / GENERAL MANAGER1566236

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


BLUE VASE SECURITIES, LLC

CRD#: 46765

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