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HS

Harold S. Simpson

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CRD#: 1071796
HS

Professional summary


Harold Stephen Simpson SR was barred by the FINRA 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 9 firms, which includes AURA FINANCIAL SERVICES INC., STONEX SECURITIES INC., WADDELL & REED, WALL STREET FINANCIAL GROUP INC., GUARDIAN INVESTOR SERVICES LLC, AMERICAN INVESTMENT SERVICES INC., FSC SECURITIES CORPORATION, MORGAN STANLEY DW INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harold Stephen Simpson | Steve Simpson Sr | Steve Simpson

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 11, 2005 - January 23, 2006

AURA FINANCIAL SERVICES, INC.

BD
CRD#: 42822
BIRMINGHAM, AL
Past

October 23, 2002 - November 11, 2003

STONEX SECURITIES INC.

BD
CRD#: 18456
BIRMINGHAM, AL
Past

March 13, 2000 - February 21, 2002

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

May 19, 1999 - February 29, 2000

WALL STREET FINANCIAL GROUP, INC.

BD
CRD#: 35830
VICTOR, NY
Past

November 4, 1998 - April 1, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

December 6, 1996 - July 27, 1998

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

June 28, 1994 - December 4, 1996

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

January 28, 1993 - June 23, 1994

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

April 22, 1988 - January 5, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 24, 1982 - May 12, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 11/23/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AF
AURA FINANCIAL SERVICES, INC.
AURA FINANCIAL SERVICES, INC.

CRD#: 42822 / SEC#: , 8-50020

BD
Revoked by SEC on 02/22/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Alabama since 11/27/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GAUTNEY, TIMOTHY MICHAELPRESIDENT2552149
GAUTNEY, TIMOTHY MICHAELSECRETARY2552149
COOPER, SHAUN MICHAELDIRECTOR OF OPERATIONS4254365
COOPER, SHAUN MICHAELSROP4254365
KING, LOYD GILFORDTREASURER2892687
WOODRUFF, JOHN WESLEY JRCROP2625285
WOODRUFF, JOHN WESLEY JRCHIEF COMPLIANCE OFFICER2625285

Disclosures


Regulatory Event8
Civil Event1
Arbitration5

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


AURA FINANCIAL SERVICES, INC.

CRD#: 42822

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