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Alice W. Boote

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CRD#: 1266568
AB

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.

Alice Wong Boote, who also goes by Alica Wong Boote, Alice W Boote, Alice Wong K Boote, Alice Wong, was a registered financial professional .

Alice is a previously registered financial professional and started their career in finance in 1986. Alice had worked at 13 firms and has passed the Series 65, Series 63, Series 87, Series 55, Series 7, Series 27, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alica Wong Boote | Alice W Boote | Alice Wong K Boote | Alice Wong

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

February 17, 2009 - December 31, 2012

A B WONG CAPITAL LLC

RIA
CRD#: 124360
NEW YORK, NY
Past

September 24, 2003 - June 20, 2012

A B WONG CAPITAL LLC

BD
CRD#: 124360
NEW YORK, NY
Past

May 14, 1997 - November 6, 2000

U.S. SECURITIES & FUTURES CORP.

BD
CRD#: 36045
NEW YORK, NY
Past

October 24, 1995 - May 20, 1997

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
NEW YORK, NY
Past

August 25, 1995 - October 31, 1995

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

June 6, 1995 - August 7, 1995

R.D. WHITE & CO., INC.

BD
CRD#: 7011
NEW YORK, NY
Past

January 18, 1995 - June 1, 1995

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

August 27, 1993 - January 30, 1995

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
NEW YORK, NY
Past

May 3, 1993 - August 31, 1993

J. GREGORY & COMPANY, INC.

BD
CRD#: 14892
Past

April 26, 1990 - November 27, 1991

EMANUEL AND COMPANY

BD
CRD#: 7309
NEW YORK, NY
Past

August 12, 1988 - April 30, 1990

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

July 5, 1988 - August 18, 1988

REVCON (USA) LIMITED

BD
CRD#: 18253
Past

May 26, 1988 - July 18, 1988

RANDOLPH BROWN SECURITIES CORPORATION

BD
CRD#: 18338
Past

January 21, 1987 - April 25, 1987

EMANUEL AND COMPANY

BD
CRD#: 7309
Past

January 21, 1986 - March 12, 1988

PERSONAL ECONOMICS SECURITIES CORPORATION

BD
CRD#: 6862

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: 12/23/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/11/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AB
A B WONG CAPITAL LLC
A B WONG CAPITAL LLC

CRD#: 124360 / SEC#: , 8-65663

BD
Cancelled by SEC on 05/01/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/21/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
A B WONG HOLDING LLCOWNER -MEMBER
BOOTE, ALICE WONGFINANCIAL PRINCIPLE,CCO1266568

Disclosures


Regulatory Event1

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


A B WONG CAPITAL LLC

CRD#: 124360

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