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JH

Jeffrey D. Holcomb

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CRD#: 1145393
JH

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 Donald Holcomb was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1983. Jeffrey had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

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

February 1, 2013 - May 31, 2023

AMERICAN CAPITAL PARTNERS, LLC

BD
CRD#: 119249
ATLANTA, GA
Past

January 17, 2012 - February 1, 2013

L.M. KOHN & COMPANY

BD
CRD#: 27913
ATLANTA, GA
Past

July 12, 2001 - January 17, 2012

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

December 19, 2000 - July 26, 2001

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

October 31, 1990 - December 19, 2000

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

September 27, 1988 - October 17, 1990

R.B. MARICH, INC.

BD
CRD#: 13227
Past

January 2, 1987 - September 14, 1988

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

February 15, 1985 - January 2, 1987

MICHELIN AND COMPANY, INC.

BD
CRD#: 14447
Past

August 24, 1983 - March 4, 1985

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 9/8/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
AMERICAN CAPITAL PARTNERS, LLC
ACP INVESTMENTS, LLC | AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249 / SEC#: , 8-65165

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


Main Address
205 Oser Ave., Hauppauge, NY 11788
Mailing Address
205 Oser Ave., Hauppauge, NY 11788
Phone number
(631) 851-0918
Established
New York since 12/21/2001
Firm type
Limited Liability Company
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#
CENTURY MANAGEMENT LLCPARENT CO.
CAHILL, EDWARD MICHAEL JRPRESIDENT, GSP2310758
GARDINI, ANTHONY MICHAEL JRCHAIRMAN, CEO, GSP1893107
GARDINI, JOHN CHARLESCCO, CROP, AML, MP2408960
PICERNO, JOHNHEAD TRADER2490554
SIMONE, ANTHONY PHILIPFINOP, CFO1514066

Disclosures


Regulatory Event2
Arbitration2

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


AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249

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