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LG

Larry C. Grossman

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CRD#: 1101548
LG

Professional summary


Larry Chester Grossman was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Larry is a previously registered financial advisor and started their career in finance in 1983. Prior to being barred, Larry had worked at 9 firms, which includes SOVEREIGN INTERNATIONAL ASSET MANAGEMENT INC., JONATHAN ROBERTS FINANCIAL GROUP INC., DUNWOODY BROKERAGE SERVICES INC., CAPITAL WEST INVESTMENT GROUP INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, A. G. EDWARDS & SONS INC., FORESTERS FINANCIAL SERVICES INC..

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

September 5, 2006 - December 31, 2011

SOVEREIGN INTERNATIONAL ASSET MANAGEMENT, INC.

RIA
CRD#: 120957
CLEARWATER, FL
Past

June 11, 2001 - March 5, 2002

JONATHAN ROBERTS FINANCIAL GROUP, INC.

BD
CRD#: 46285
TAMPA, FL
Past

December 7, 1998 - June 18, 1999

DUNWOODY BROKERAGE SERVICES, INC.

BD
CRD#: 31183
ATLANTA, GA
Past

September 11, 1998 - November 16, 1998

CAPITAL WEST INVESTMENT GROUP, INC.

BD
CRD#: 39446
Past

July 31, 1993 - July 6, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 31, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 9, 1984 - April 10, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 24, 1983 - April 18, 1984

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

March 16, 1983 - October 19, 1984

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
IAR
Series 65
Date: 1/6/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 8/21/1997
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SOVEREIGN INTERNATIONAL ASSET MANAGEMENT, INC.
SOVEREIGN INTERNATIONAL ASSET MANAGEMENT, INC. | SOVEREIGN INTERNATIONAL ASSET MGMT INC | SOVEREIGN INTERNATIONAL PENSION SERVICES | SOVEREIGN PRIVATE WEALTH, INC.

CRD#: 120957 / SEC#: 801-61272

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Contact information


Main Address
28050 U. S. Highway 19 N. Suite 405a, Clearwater, FL 33761
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


SOVEREIGN INTERNATIONAL ASSET MANAGEMENT, INC.

CRD#: 120957

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