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Thomas K. Watts

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CRD#: 1236316
TW

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.

Thomas Kenneth Watts JR, who also goes by Kenny Watts Jr, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1984. Thomas had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kenny Watts 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)


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 19, 2016 - December 31, 2019

BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.

RIA
CRD#: 149808
MERIDIAN, MS
Past

May 1, 2009 - December 31, 2015

BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.

RIA
CRD#: 149808
MERIDIAN, MS
Past

February 24, 2009 - March 2, 2010

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
MERIDIAN, MS
Past

February 24, 2009 - March 2, 2010

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
MERIDIAN, MS
Past

March 7, 2003 - March 4, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MERIDIAN, MS
Past

March 7, 2003 - March 4, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
MERIDIAN, MS
Past

February 27, 1992 - March 12, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MERIDIAN, MS
Past

February 26, 1992 - March 12, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 2, 1990 - February 27, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

February 2, 1990 - February 27, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

February 5, 1988 - February 13, 1990

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

February 24, 1984 - January 27, 1988

JHM, INC.

BD
CRD#: 7113

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: 11/11/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BC
BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.
BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.

CRD#: 149808 / SEC#: 801-71757

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Contact information


Main Address
2211 5th Street Suite 107, Meridian, MS 39301
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BEYOND CAPITAL FINANCIAL MANAGEMENT GROUP, INC.

CRD#: 149808

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