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BJ

Bruce C. Jordan

NORTHERN CAPITAL SECURITIES
North Andover, MA 01845
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CRD#: 1232099
BJ

Professional summary


Bruce Clifford Jordan JR, who also goes by Cliff Jordan Jr, is a registered financial professional currently at NORTHERN CAPITAL SECURITIES CORPORATION located in North Andover, Massachusetts.

Bruce is registered as a RR (Registered Representative) and started their career in finance in 1993. Bruce has worked at 4 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 3, Series 24, Series 28 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cliff Jordan Jr

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) - BD


Click below to view Bruce Clifford Jordan JR's CRS (Customer Relationship Summary).

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


Current

August 2, 2007 - Present

NORTHERN CAPITAL SECURITIES CORPORATION

Office #1: 50 High Street 4th Floor, North Andover, MA 01845
RIA
BD
CRD#: 40659
North Andover, MA
Past

March 20, 2003 - July 31, 2007

CENTRAL FIXED INCOME SERVICES, LLC

BD
CRD#: 124701
CLEMMONS, NC
Past

May 24, 1994 - March 28, 1995

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY
Past

January 13, 1993 - May 11, 1994

FIRST TRUST PORTFOLIOS L.P.

BD
CRD#: 28519
WHEATON, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Massachusetts
(8/2/2007)
RR
North Carolina
(1/12/2011)
RR
Washington
(1/12/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 1/21/2003
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 1/15/2003
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NC
NORTHERN CAPITAL SECURITIES CORPORATION
NORTHERN CAPITAL SECURITIES CORPORATION | SCOTT, STARR SECURITIES, INC.

CRD#: 40659 / SEC#: , 8-49130

Massachusetts
Registered Investment Advisory firm - SEC (2/6/2017 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
50 High Street 4th Floor, North Andover, MA 01845
Mailing Address
50 High Street 4th Floor, North Andover, MA 01845
Phone number
(978) 289-1000
Established
Massachusetts since 02/16/1996
Firm type
Corporation
Fiscal year end
October
Firm Size
Small
# of Employees
15

FINRA licenses (25 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
OLDAKER, DAVID GRANTCHIEF EXECUTIVE OFFICER2606043
OLDAKER, DAVID GRANTCHIEF COMPLIANCE OFFICER2606043
RYE, STEPHEN GILBERTPRESIDENT2127156

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


NORTHERN CAPITAL SECURITIES CORPORATION

CRD#: 40659North Andover, MA 01845

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