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AM

Allen Mitchell

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CRD#: 1201406
AM

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.

Allen Mitchell, who also goes by Al Mitchell, Allen Tannenbaum, was a registered financial professional .

Allen is a previously registered financial professional and started their career in finance in 1984. Allen had worked at 8 firms and has passed the Series 63 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Al Mitchell | Allen Tannenbaum

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

April 20, 1992 - March 10, 1993

GIBRALTAR SECURITIES, INC.

BD
CRD#: 28620
Past

February 5, 1992 - March 3, 1992

WELLINGTON ASHFORD CAPITAL, INC.

BD
CRD#: 29298
LOUISVILE, CO
Past

July 9, 1991 - December 9, 1991

LACROIX ALEXANDER FINANCIAL CORP

BD
CRD#: 27705
NEWPORT BEACH, CA
Past

May 15, 1989 - July 5, 1991

SOUTHARD SECURITIES CORPORATION

BD
CRD#: 23236
Past

July 9, 1988 - August 8, 1988

THUNDERBIRD CAPITAL, INC.

BD
CRD#: 16895
Past

May 27, 1987 - January 1, 1988

SUNSET SECURITIES,INC.

BD
CRD#: 14293
Past

October 22, 1986 - April 29, 1987

TEXAKOMA FINANCIAL, INC.

BD
CRD#: 16910
PLANO, TX
Past

July 1, 1985 - November 12, 1985

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

February 21, 1984 - September 10, 1984

SUNSET SECURITIES,INC.

BD
CRD#: 14293

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: 10/20/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


GS
GIBRALTAR SECURITIES, INC.
CONVERSION INDUSTRIES INC. | GIBRALTAR SECURITIES, INC.

CRD#: 28620 / SEC#: , 8-43888

BD
Cancelled by SEC on 09/07/1994
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/18/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


GIBRALTAR SECURITIES, INC.

CRD#: 28620

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