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VG

Victor T. Gainor

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CRD#: 1234782
VG

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.

Victor Thomas Gainor, who also goes by VIctor Thomas Gainor III, was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 1985. Victor had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Victor Thomas Gainor Iii

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

April 2, 2018 - March 30, 2020

CAPITAL FORMATION GROUP, INC.

RIA
CRD#: 110958
WELLESLEY, MA
Past

February 27, 2018 - February 21, 2020

VALMARK SECURITIES, INC.

BD
CRD#: 31243
WELLESLEY, MA
Past

April 20, 2016 - March 2, 2018

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
Manasquan, NJ
Past

March 28, 2016 - March 2, 2018

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Manasquan, NJ
Past

February 26, 1996 - October 16, 2003

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

January 22, 1988 - December 31, 1995

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY
Past

July 16, 1986 - July 15, 1987

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

December 17, 1985 - May 19, 1986

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156

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
IAR
Series 66
Date: 2/22/2016
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
CAPITAL FORMATION GROUP, INC.
CAPITAL FORMATION GROUP, INC.

CRD#: 110958 / SEC#: 801-24315

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Contact information


Main Address
62 Walnut Street Floor 2, Wellesley, MA 02481
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


CAPITAL FORMATION GROUP, INC.

CRD#: 110958

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