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DP

Darryl L. Proctor

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CRD#: 1227476
DP

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.

Darryl Louis Proctor was a registered financial professional .

Darryl is a previously registered financial professional and started their career in finance in 1987. Darryl had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 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

November 21, 2016 - August 19, 2019

TRIUMPH WEALTH ADVISORS, INC.

RIA
CRD#: 153175
WOODSTOCK, GA
Past

July 15, 2016 - August 19, 2019

TAYLOR CAPITAL MANAGEMENT INC.

BD
CRD#: 43559
Woodstock, GA
Past

August 11, 2011 - July 22, 2014

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

May 26, 2011 - August 5, 2011

ORION TRADING, LLC

BD
CRD#: 43932
WINTER PARK, FL
Past

June 12, 2006 - July 1, 2009

PARK FINANCIAL GROUP, INC.

BD
CRD#: 30582
MAITLAND, FL
Past

August 25, 2004 - November 30, 2005

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

June 27, 2003 - August 20, 2004

PARK FINANCIAL GROUP, INC.

BD
CRD#: 30582
MAITLAND, FL
Past

April 9, 2003 - November 3, 2004

SIERRA EQUITY GROUP LLC

BD
CRD#: 36518
BOCA RATON, FL
Past

October 31, 2001 - August 23, 2002

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

May 16, 1996 - April 19, 2001

PROGRAM TRADING CORP.

BD
CRD#: 36740
BOCA RATON, FL
Past

February 16, 1995 - May 24, 1996

STEIN, SHORE SECURITIES, INC.

BD
CRD#: 31294
ORLANDO, FL
Past

April 21, 1987 - December 31, 1994

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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: 11/7/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TW
TRIUMPH WEALTH ADVISORS, INC.
BILTMORE FINANCIAL SERVICES | WIENIEWITZ FINANCIAL | WELLS FINANCIAL | VISION FINANCIAL | TRIUMPH WEALTH ADVISORS, INC. | SUNRISE FINANCIAL | STARTT PLANNING | SAVAGE CAPITAL MANAGEMENT | MCPHERSON FINANCIAL SERVICES | MATTHEWS FINANCIAL SERVICES | LEADERSHIP FINANCIAL | KOONTZ INSURANCE AND FINANCIAL | HUMPHRIS FINANCIAL SERVICES | FOCUS FINANCIAL GROUP, LLC | DIPASQUALE FINANCIAL | CP ASSOCIATES | CASON FINANCIAL | CAMERON FINANCIAL SERVICES

CRD#: 153175 / SEC#: 801-79603

RIA
Registered Investment Advisory firm - (7/22/2024 Terminated)
Arizona
Registered Investment Advisory firm - (5/21/2014 Terminated)
Florida
Registered Investment Advisory firm - (5/21/2014 Terminated)
Georgia
Registered Investment Advisory firm - (5/31/2024 Approved)
Indiana
Registered Investment Advisory firm - (5/21/2014 Terminated)
Mississippi
Registered Investment Advisory firm - (5/21/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (5/21/2014 Terminated)
South Carolina
Registered Investment Advisory firm - (5/21/2014 Terminated)
Texas
Registered Investment Advisory firm - (7/19/2024 Approved)
Virginia
Registered Investment Advisory firm - (5/21/2014 Terminated)
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Contact information


Main Address
2230 Towne Lake Pkwy Bldg 800-ste 130, Woodstock, GA 30189
Mailing Address
Phone number
(770) 924-9322
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management


Total Number of Accounts252
AUM (Assets Under Management)$ 30,337,210

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


TRIUMPH WEALTH ADVISORS, INC.

CRD#: 153175

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