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GS

Gale A. Sancio

T.R. WINSTON & COMPANY
Bedminster, NJ 07921
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CRD#: 1121258
GS

Professional summary


Gale Ann Sancio, who also goes by Gale Ann Lannon, is a registered financial professional currently at T.R. WINSTON & COMPANY, LLC located in Bedminster, New Jersey.

Gale is registered as a RR (Registered Representative) and started their career in finance in 1983. Gale has worked at 7 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gale Ann Lannon

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) - BD


Click below to view Gale Ann Sancio's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 8, 1993 - Present

T.R. WINSTON & COMPANY, LLC

Office #1: 376 Main Street, Bedminster, NJ 07921
BD
CRD#: 10571
Bedminster, NJ
Past

November 6, 1998 - August 18, 2000

DIRECT CAPITAL SECURITIES, INC.

BD
CRD#: 29639
AUSTIN, TX
Past

September 13, 1986 - February 4, 1993

CIBC WOOD GUNDY SECURITIES CORP.

BD
CRD#: 3801
NEW YORK, NY
Past

April 4, 1986 - August 29, 1986

DUNHILL SECURITIES INC.

BD
CRD#: 17588
Past

March 12, 1985 - February 24, 1986

OPPENHEIMER & CO. INC.

BD
CRD#: 249
Past

January 22, 1985 - March 4, 1985

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

June 22, 1983 - October 8, 1984

INGALLS & SNYDER, LLC

BD
CRD#: 2288

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(1/4/2005)
RR
New Jersey
(4/8/1993)
RR
New York
(8/18/2022)
RR
Texas
(10/22/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 1/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/4/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TW
T.R. WINSTON & COMPANY, LLC
T.R. WINSTON & COMPANY, INC. | T.R. WINSTON & COMPANY, LLC

CRD#: 10571 / SEC#: , 8-27519

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


Main Address
376 Main Street, Bedminster, NJ 07921-2613
Mailing Address
P.o. Box 74 376 Main Street, Bedminster, NJ 07921
Phone number
(908) 234-0300
Established
Delaware since 08/18/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
RUNNELS, G TYLERDIRECTOR, CHAIRMAN AND CEO1415264
KANG, KARENEXECUTIVE VICE PRESIDENT AND ROSFP4367718
CRISWELL, JEFFREY LENOX SRVICE PRESIDENT, SECRETARY, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER2121440
HEMEDES, STEPHEN NATHANIELMUNICIPAL PRINCIPAL AND HEAD TRADER6870830
SANCIO, GALE ANNASSISTANT SECRETARY, ROSFP1121258

Disclosures


Regulatory Event5
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


T.R. WINSTON & COMPANY, LLC

CRD#: 10571Bedminster, NJ 07921

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