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JL

Jeffrey H. Lieungh

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CRD#: 1126285
JL

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.

Jeffrey Huntington Lieungh, who also goes by Jeffrey H Lieungh, Jeffrey Hunington Lieungh, was a registered financial advisor .

Jeffrey is a previously registered financial advisor and started their career in finance in 1983. Jeffrey had worked at 12 firms and has passed the Series 65, Series 63, Series 15, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey H Lieungh | Jeffrey Hunington Lieungh

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

June 25, 2004 - November 13, 2008

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
CHICAGO, IL
Past

July 19, 2002 - November 13, 2008

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
CHICAGO, IL
Past

February 16, 2001 - July 22, 2002

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
MIAMI, FL
Past

October 3, 1996 - March 6, 2001

ACCESS FINANCIAL GROUP, INC.

BD
CRD#: 33065
CHICAGO, IL
Past

September 1, 1994 - October 9, 1996

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

May 1, 1992 - September 1, 1994

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

January 14, 1991 - May 15, 1992

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

January 2, 1990 - March 1, 1990

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

December 14, 1989 - January 15, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

June 23, 1988 - January 2, 1990

GULFSTREAM FINANCIAL ASSOCIATES, INC.

BD
CRD#: 19910
Past

September 4, 1985 - November 14, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

July 26, 1983 - August 20, 1985

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
Past

April 20, 1983 - July 18, 1983

CHARTER SECURITIES CORPORATION

BD
CRD#: 7062

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: 7/26/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 11/12/1984
Foreign Currency Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GF
GUNNALLEN FINANCIAL, INC
GUNNALLEN FINANCIAL, INC | NAPEX FINANCIAL CORPORATION | NAPEX FINANCIAL CORP. | GUNNALLEN WEALTH MANAGEMENT

CRD#: 17609 / SEC#: , 8-35508

BD
Terminated by SEC on 06/11/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GUNNALLEN HOLDINGS, INC.SHAREHOLDER
DANIELS, KEVIN CHRISTIANEVP OF TRADING, CHIEF COMPLIANCE OFFICER2041956
KRAUS, FREDERICK OSCAR JRPRESIDENT, CFO, FINOP1393886

Disclosures


Regulatory Event17
Arbitration13

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


GUNNALLEN FINANCIAL, INC

CRD#: 17609

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