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Charles O. Black

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CRD#: 1074026
CB

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.

Charles Owen Black, who also goes by Charles Owen Black Jr, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1983. Charles had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Owen Black Jr

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

December 17, 2015 - May 18, 2016

PYRAMIS DISTRIBUTORS CORPORATION LLC

BD
CRD#: 146430
BOSTON, MA
Past

December 17, 2015 - July 12, 2017

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
BOSTON, MA
Past

April 9, 2013 - June 14, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA
Past

September 6, 2011 - March 8, 2013

PYRAMIS DISTRIBUTORS CORPORATION LLC

BD
CRD#: 146430
SMITHFIELD, RI
Past

January 2, 2008 - August 4, 2011

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

May 27, 1997 - December 31, 2007

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
MARLBOROUGH, MA
Past

November 6, 1986 - April 30, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 27, 1983 - October 28, 1986

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

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: 7/26/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PD
PYRAMIS DISTRIBUTORS CORPORATION LLC
PYRAMIS DISTRIBUTORS CORPORATION LLC

CRD#: 146430 / SEC#: , 8-67821

BD
Terminated by SEC on 09/30/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/15/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIAM HOLDINGS CORP.MEMBER
CONDRON, CASEY MOOREDIRECTOR3092905
COUTO, SCOTTPRESIDENT / DIRECTOR2178859
LINDE, JASON JOHNCCO2866398
LUBY, JAMES CLAYFINOP/CFO4542482

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


PYRAMIS DISTRIBUTORS CORPORATION LLC

CRD#: 146430

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