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Gary W. Elsmore

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CRD#: 1212378
GE

Professional summary


Gary William Elsmore was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gary is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Gary had worked at 8 firms, which includes POTOMAC SECURITIES LLC, BCG SECURITIES INC., MERIDIAN UNITED CAPITAL LLC, MID-OHIO SECURITIES CORP, NEXT ADVISORS INC., VISTA FINANCIAL SERVICES CORPORATION, FIDELITY EQUITY SERVICES CORPORATION, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

October 30, 2008 - April 27, 2011

POTOMAC SECURITIES, LLC

BD
CRD#: 144443
MCLEAN, VA
Past

February 10, 2006 - November 7, 2006

BCG SECURITIES, INC.

BD
CRD#: 70
CHERRY HILL, NJ
Past

June 2, 2004 - November 22, 2005

MERIDIAN UNITED CAPITAL, LLC

BD
CRD#: 122924
SCOTTSDALE, AZ
Past

February 7, 2003 - May 28, 2004

MID-OHIO SECURITIES CORP

BD
CRD#: 6634
ELYRIA, OH
Past

August 4, 1995 - December 31, 2000

NEXT ADVISORS INC.

BD
CRD#: 14612
GARFIELD HEIGHTS, OH
Past

February 7, 1995 - July 31, 1995

VISTA FINANCIAL SERVICES CORPORATION

BD
CRD#: 37626
HUDSON, OH
Past

October 17, 1994 - February 27, 1995

FIDELITY EQUITY SERVICES CORPORATION

BD
CRD#: 17455
Past

December 21, 1983 - October 23, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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: 3/15/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/21/1995
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/23/1994
General Securities Principal Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/1/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


PS
POTOMAC SECURITIES, LLC
POTOMAC SECURITIES, LLC

CRD#: 144443 / SEC#: , 8-67658

BD
Terminated by SEC on 10/11/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 01/04/2007
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
POTOMAC FINANCIAL HOLDINGS,LLCOWNER
BEESLEY, MARK GILBERTPRESIDENT,CCO,AMLCO5362689
GEORGE, KENNETH RONALDCFO/FINOP2643369

Disclosures


Regulatory Event3

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


POTOMAC SECURITIES, LLC

CRD#: 144443

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