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KT

Katy L. Talton

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CRD#: 1201807
KT

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.

Katy Lou Talton, who also goes by Katy Thornburg, was a registered financial professional .

Katy is a previously registered financial professional and started their career in finance in 1983. Katy had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Katy Thornburg

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 6, 1998 - December 12, 2002

K.W. BROWN INVESTMENTS

BD
CRD#: 16492
DELRAY BEACH, FL
Past

February 18, 1997 - March 24, 1998

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

March 15, 1994 - January 23, 1997

K.W. BROWN INVESTMENTS

BD
CRD#: 16492
Past

September 18, 1991 - February 20, 1997

K.W. BROWN INVESTMENTS

BD
CRD#: 16492
DELRAY BEACH, FL
Past

March 21, 1988 - July 23, 1991

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

April 2, 1985 - March 1, 1988

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
Past

March 20, 1984 - April 2, 1985

RICHARDSON GREENSHIELDS SECURITIES INC.

BD
CRD#: 3178
Past

November 22, 1983 - March 13, 1984

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705

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: 3/14/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


KB
K.W. BROWN INVESTMENTS
3000 FINANCIAL GROUP, INC. | THREE THOUSAND FINANCIAL GROUP, INC. | K.W. BROWN INVESTMENTS | K.W. BROWN & COMPANY | FWG FINANCIAL CORP.

CRD#: 16492 / SEC#: , 8-34033

BD
Revoked by SEC on 06/24/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 04/16/1985
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE BROWN FAMILY TRUSTSHAREHOLDER
BROWN, KENNETH WILLIAMCFO/OP/MP/DIR/TRUSTEE/CHAIRMAN OF THE BOARD821247
BROWN, WENDY ELIZABETH WERNERSECRETARY/TREASURER856584
DESIDERIO, JERRY ANTHONYCHIEF COMPLIANCE OFFICER2799614
DESIDERIO, JERRY ANTHONYPRESIDENT2799614

Disclosures


Regulatory Event12
Civil Event1
Arbitration9

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


K.W. BROWN INVESTMENTS

CRD#: 16492

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