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JG

John A. Gilliam

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CRD#: 1094976
JG

Professional summary


John Andrew Gilliam was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John is a previously registered financial advisor and started their career in finance in 1998. Prior to being barred, John had worked at 5 firms, which includes DETALUS ADVISORS LLC, DETALUS SECURITIES LLC, GLOBAL ATLANTIC DISTRIBUTORS LLC, EQUITABLE DISTRIBUTORS LLC, METLIFE INVESTORS SALES COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Gilliam

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

February 9, 2005 - March 17, 2008

DETALUS ADVISORS, LLC

RIA
CRD#: 117958
ST LOUIS, MO
Past

November 11, 2003 - March 17, 2008

DETALUS SECURITIES, LLC

BD
CRD#: 103260
ST LOUIS, MO
Past

March 6, 2002 - August 20, 2003

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

November 16, 1999 - October 23, 2001

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

October 23, 1998 - November 11, 1999

METLIFE INVESTORS SALES COMPANY

BD
CRD#: 15950
OAKBROOK TERRACE, IL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DA
DETALUS ADVISORS, LLC
CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC

CRD#: 117958 / SEC#: 801-61481

RIA
Registered Investment Advisory firm - (9/24/2002 Approved)
Missouri
Registered Investment Advisory firm - (9/2/2003 Terminated)

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: 2/8/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DA
DETALUS ADVISORS, LLC
CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC

CRD#: 117958 / SEC#: 801-61481

RIA
Registered Investment Advisory firm - (9/24/2002 Approved)
Missouri
Registered Investment Advisory firm - (9/2/2003 Terminated)
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Contact information


Main Address
383 Marshall Avenue, St. Louis, MO 63119
Mailing Address
Phone number
(314) 997-3191
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (12 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DETALUS ADVISORS, LLC WRAP FEE BROCHURE (3/19/2025)

Regulatory assets under management


Total Number of Accounts646
AUM (Assets Under Management)$ 928,372,887

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


DETALUS ADVISORS, LLC

CRD#: 117958

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