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Vernal J. Shipley

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CRD#: 1233732
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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.

Vernal Jay Shipley, who also goes by Vern Shipley, was a registered financial professional .

Vernal is a previously registered financial professional and started their career in finance in 1984. Vernal had worked at 10 firms and has passed the Series 63, Series 7, Series 27, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vern Shipley

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

July 16, 1993 - January 26, 1996

FIRST ASSOCIATED SECURITIES GROUP, INC.

BD
CRD#: 20597
CHICO, CA
Past

January 15, 1993 - July 7, 1993

SECURITIES RESOURCE GROUP, LTD.

BD
CRD#: 6037
PHOENIX, AZ
Past

August 19, 1992 - November 27, 1992

PRINCETON AMERICAN EQUITIES CORPORATION

BD
CRD#: 14491
PHOENIX, AZ
Past

February 15, 1990 - August 7, 1990

BOUCHER, OEHMKE & COMPANY

BD
CRD#: 17470
Past

June 20, 1988 - November 11, 1989

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

November 19, 1985 - July 9, 1988

FIRST ARIZONA INVESTMENT SECURITIES, INC.

BD
CRD#: 16602
Past

February 8, 1985 - September 10, 1985

STONERIDGE SECURITIES, INC.

BD
CRD#: 13855
Past

September 4, 1984 - February 20, 1985

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

July 17, 1984 - August 28, 1984

CONTINENTAL AMERICAN SECURITIES, INC.

BD
CRD#: 5185
Past

January 25, 1984 - July 27, 1984

RENNIE & COMPANY, INC.

BD
CRD#: 10543

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: 1/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FA
FIRST ASSOCIATED SECURITIES GROUP, INC.
FIRST ASSOCIATED SECURITIES GROUP, INC.

CRD#: 20597 / SEC#: , 8-38276

BD
Cancelled by SEC on 06/20/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/01/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BULRUSH HOLDING CORPORATIONDIRECT OWNER
HALLIBURTON, KIM IONEFINOP1058579
MARTELLARO, ANTHONY PAULPRESIDENT2387221
MARTELLARO, CARL DOMINICMUNICIPAL PRINCIPAL / OPTIONS PRINCIPAL320959
WOLKOFF, TERRY MOPERATIONS OFFICER1503243

Disclosures


Regulatory Event8
Arbitration5

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


FIRST ASSOCIATED SECURITIES GROUP, INC.

CRD#: 20597

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