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John T. Spicknall

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CRD#: 1110949
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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.

John Thomas Spicknall, who also goes by Tom Spicknall, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 7 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Spicknall

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

August 28, 2009 - April 2, 2014

CEROS FINANCIAL SERVICES, INC.

BD
CRD#: 37869
DALTON, GA
Past

April 22, 2008 - April 22, 2014

CAPITAL RESEARCH ADVISORS, LLC

RIA
CRD#: 125621
SUWANEE, GA
Past

June 22, 2006 - August 31, 2009

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
DALTON, GA
Past

March 30, 2006 - December 31, 2010

CAPITAL INVESTMENT STRATEGIES

RIA
CRD#: 126571
DALTON, GA
Past

April 14, 2003 - June 29, 2006

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALTON, GA
Past

June 1, 2000 - June 29, 2006

LPL FINANCIAL LLC

BD
CRD#: 6413
DALTON, GA
Past

February 8, 2000 - May 31, 2000

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

July 1, 1986 - February 3, 2000

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 19, 1983 - July 16, 1986

EDWARD JONES

BD
CRD#: 250

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: 11/21/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 8/14/1995
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
CEROS FINANCIAL SERVICES, INC.
ASSET MANAGEMENT SERVICES | FORTE CAPITAL GROUP | CEROS FINANCIAL SERVICES, INC. | CEROS FINANCIAL ADVISORS | CEROS CAPITAL MARKETS | CEROS BROKER SERVICE, INC. | ATLANTIC PARTNERS

CRD#: 37869 / SEC#: , 8-47955

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Mailing Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Phone number
(866) 842-3356
Established
Massachusetts since 09/30/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DGB HOLDINGS, LLCOWNER
AYERS-RIGSBY, MARY CATHERINEPRESIDENT830349
GOLDWASSER, MARK HARRYCEO1334008
GREENE, JON CHRISTOPHERROSFP3202524
HOLLAND, ANGELA LYNNETTECHIEF COMPLIANCE OFFICER3166586
POWELL, KIM ULMANCHIEF FINANCIAL OFFICER6244231
WILSON, DANIELAMLCO6763074

Disclosures


Regulatory Event4

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


CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

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