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EB

Edward F. Boze

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CRD#: 1205253
EB

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.

Edward Franklin Boze, who also goes by Ed Boze, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1989. Edward had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ed Boze

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

August 26, 2005 - February 21, 2012

BOZE CAPITAL, INC.

RIA
CRD#: 135336
ATLANTA, GA
Past

June 15, 1999 - March 3, 2003

MOUNTAINVIEW SECURITIES, LLC

BD
CRD#: 7882
DENVER, CO
Past

September 9, 1992 - April 20, 1999

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

April 18, 1989 - September 24, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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
IAR
Series 65
Date: 8/3/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BC
BOZE CAPITAL, INC.
BOZE CAPITAL, INC.

CRD#: 135336 / SEC#:

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Contact information


Main Address
Atlanta, GA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BOZE CAPITAL, INC.

CRD#: 135336

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