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Guy G. Mockbee

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CRD#: 1225511
GM

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.

Guy Garron Mockbee was a registered financial professional .

Guy is a previously registered financial professional and started their career in finance in 1984. Guy had worked at 7 firms and has passed the Series 63 and Series 7 exams.

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

September 13, 1993 - April 13, 1994

DALLAS RESEARCH & TRADING, INC.

BD
CRD#: 28806
DALLAS, TX
Past

January 21, 1993 - August 20, 1993

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

August 19, 1992 - December 22, 1992

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

BD
CRD#: 22171
Past

March 20, 1991 - September 26, 1991

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

July 5, 1990 - March 6, 1991

FINANCIAL EQUITIES RESOURCES, INC.

BD
CRD#: 13810
Past

November 27, 1984 - September 13, 1991

MONMOUTH INVESTMENTS, INC.

BD
CRD#: 14047
Past

January 27, 1984 - September 27, 1984

KOBRIN SECURITIES, INC.

BD
CRD#: 10204

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


DR
DALLAS RESEARCH & TRADING, INC.
DALLAS RESEARCH & TRADING, INC.

CRD#: 28806 / SEC#: , 8-43964

BD
Cancelled by SEC on 05/20/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 07/03/1991
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


DALLAS RESEARCH & TRADING, INC.

CRD#: 28806

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