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JT

John R. Thornton

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CRD#: 1228873
JT

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.

John Richard Holt Thornton, who also goes by J Richard Holt Thornton, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 4 firms and has passed the Series 63, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J Richard Holt Thornton

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

May 17, 2011 - April 23, 2013

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WILSON, NC
Past

February 28, 2000 - May 2, 2011

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WILSON, NC
Past

January 28, 1993 - March 2, 2000

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

August 21, 1990 - January 14, 1992

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

January 17, 1984 - August 30, 1989

NYLIFE SECURITIES LLC

BD
CRD#: 5167
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: 9/21/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BI
BB&T INVESTMENT SERVICES, INC.
BB&T INVESTMENT SERVICES, INC. | BB&T INVESTMENTS

CRD#: 33856 / SEC#: 801-106629, 8-46134

BD
Terminated by SEC on 04/01/2018
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Contact information


Main Address
200 South College Street 11th Floor, Suite 1100, Charlotte, NC 28202
Mailing Address
Phone number
Established
North Carolina since 03/08/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BBTIS ADV 2A AND APPENDIX 09152017 (9/20/2017)

Direct owners and executive officers


NamePositionCRD#
BRANCH BANKING AND TRUST COMPANYSHAREHOLDER
CECIL, ALEXANDER WILSONCHIEF COMPLIANCE OFFICER2319938
CRAM, BRYAN SCOTTPRESIDENT2723431
EARNHARDT, DARREN LEECHIEF OPERATING OFFICER2356117
EVANS, RICHARD TABB IIIDIRECTOR OF SALES/DIRECTOR1643552
SAUFLEY, RANDALL BARRETTCHIEF FINANCIAL OFFICER1664935

Disclosures


Regulatory Event2
Arbitration1

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


BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

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