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JT

Jeffrey W. Thornton

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CRD#: 1172878
JT

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 William Thornton, who also goes by Jeff William Thornton, Jeffrey W Thornton, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1983. Jeffrey had worked at 16 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff William Thornton | Jeffrey W Thornton

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

December 22, 2017 - June 26, 2018

BAILARD FUND SERVICES, INC.

BD
CRD#: 21206
FOSTER CITY, CA
Past

November 30, 2016 - November 7, 2017

LYNX CAPITAL, LLC

BD
CRD#: 137178
MORAGA, CA
Past

June 16, 2015 - April 6, 2016

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
San Diego, CA
Past

April 2, 2014 - February 10, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
San Diego, CA
Past

March 17, 2006 - June 26, 2012

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
SAN FRANCISCO, CA
Past

October 28, 2003 - April 10, 2013

RCM

RIA
CRD#: 109640
SAN FRANCISCO, CA
Past

October 17, 2003 - April 10, 2013

CAYWOOD-SCHOLL CAPITAL MANAGEMENT LLC

RIA
CRD#: 109627
SAN FRANCISCO, CA
Past

August 25, 2003 - June 11, 2008

RCM DISTRIBUTORS LLC

BD
CRD#: 120500
SAN FRANCISCO, CA
Past

July 26, 1996 - August 27, 1997

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

November 15, 1990 - November 8, 1994

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

June 15, 1988 - February 13, 1989

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221
Past

October 6, 1986 - May 2, 1987

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
Past

July 2, 1985 - December 1, 1986

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
Past

April 30, 1985 - December 16, 1985

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
Past

September 24, 1984 - April 30, 1985

GWF SECURITIES, CORP.

BD
CRD#: 10344
Past

October 17, 1983 - July 13, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 3/26/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BF
BAILARD FUND SERVICES, INC.
BAILARD FUND SERVICES, INC. | BB&K FUND SERVICES, INC.

CRD#: 21206 / SEC#: , 8-38672

BD
Terminated by SEC on 07/31/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 09/30/1987
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BAILARD, INC. (PREVIOUSLY BAILARD, BIEHL & KAISER, INC.)PARENT COMPANY
HILL, PETER MOLYNEUXCHAIRMAN AND DIRECTOR2277773
RANDOLPH, ERIN MARIESECRETARY5913000
SPARKS, BURNICE EDWARD JRCEO, CCO, DIRECTOR1561770
THADHANI, SONYATREASURER4165573
THADHANI, SONYADIRECTOR4165573

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


BAILARD FUND SERVICES, INC.

CRD#: 21206

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