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Frederic A. Gladle

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CRD#: 1141554
FG

Professional summary


Frederic Alan Gladle was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Frederic is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Frederic had worked at 9 firms, which includes FINANCE 500 INC., ATLANTIC PACIFIC FINANCIAL INC., NEWPORT COAST SECURITIES INC., SPECTRUM SECURITIES INC., CIBC WORLD MARKETS CORP., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, SUTRO & CO. INCORPORATED, MCCOMBS SECURITIES CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fred Gladle | Frederick Alan Gladle

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 15, 1997 - December 31, 1997

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

July 31, 1996 - September 22, 1997

ATLANTIC PACIFIC FINANCIAL, INC.

BD
CRD#: 37067
Past

March 18, 1996 - December 18, 1996

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

May 17, 1995 - November 15, 1995

SPECTRUM SECURITIES, INC.

BD
CRD#: 29305
AROURA HILLS, CA
Past

November 14, 1990 - May 6, 1993

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 30, 1989 - October 4, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 11, 1985 - November 16, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 30, 1984 - December 6, 1985

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

September 6, 1983 - October 20, 1983

MCCOMBS SECURITIES CO., INC.

BD
CRD#: 565

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
RR
Series 63
Date: 1/31/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/12/1995
General Securities Principal Examination

Current Firm


F5
FINANCE 500, INC.
FINANCE 500 | FINANCE 500, INC.

CRD#: 12981 / SEC#: , 8-28302

BD
Terminated by SEC on 11/12/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 08/24/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
RMB GROUP, LLCOWNER
BENNETT, BRYAN LEEPRESIDENT, COO, DIRECTOR2614924
DIGIORGIO, ANN ELIZABETHMUNI PRINCIPAL735482
DIGIORGIO, ANN ELIZABETHCCO / AML COMPLIANCE OFFICER735482
DIGIORGIO, ANN ELIZABETHCHIEF FINANCIAL OFFICER735482

Disclosures


Regulatory Event16
Arbitration5
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


FINANCE 500, INC.

CRD#: 12981

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