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WD

Wanda H. Denton

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CRD#: 1208789
WD

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.

Wanda Hughes Denton, who also goes by Wanda Hughes, was a registered financial professional .

Wanda is a previously registered financial professional and started their career in finance in 1984. Wanda had worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 52 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wanda Hughes

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

March 15, 2004 - July 9, 2018

ROSS, SINCLAIRE & ASSOCIATES, LLC

BD
CRD#: 25440
BRENTWOOD, TN
Past

March 6, 2002 - March 16, 2004

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

August 14, 2000 - October 2, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 6, 1984 - August 14, 2000

J.C. BRADFORD & CO.

BD
CRD#: 1287
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
RR
Series 63
Date: 5/2/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RS
ROSS, SINCLAIRE & ASSOCIATES, LLC
CLIENTFIRST FINANCIAL STRATEGIES | RSA SECURITIES, INC. | ROSS, SINCLAIRE & ASSOCIATES, LLC | ROSS, SINCLAIRE & ASSOCIATES, INC. | MIG SECURITIES CORP.

CRD#: 25440 / SEC#: 801-78513, 8-41740

BD
Terminated by SEC on 08/14/2020
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Contact information


Main Address
700 Walnut Street Ste 600, Cincinnati, OH 45202-2027
Mailing Address
Phone number
Established
Ohio since 11/16/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

UPDATED RSAM PART 2B BROCHURE 3 31 2021 (3/31/2021)

Direct owners and executive officers


NamePositionCRD#
SPISAK, KARL A MRFNOP CCO5206890

Disclosures


Regulatory Event11
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


ROSS, SINCLAIRE & ASSOCIATES, LLC

CRD#: 25440

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