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Bruce N. Whitman

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CRD#: 1267717
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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.

Bruce Nairn Whitman JR, who also goes by Bruce Nairn Whitman, was a registered financial professional .

Bruce is a previously registered financial professional and started their career in finance in 1989. Bruce had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bruce Nairn Whitman

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

August 11, 1997 - October 29, 1997

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

May 3, 1996 - April 4, 1997

HAMPSHIRE SECURITIES CORPORATION

BD
CRD#: 19725
NEW YORK, NY
Past

May 10, 1994 - December 13, 1994

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

November 1, 1993 - May 17, 1994

MEYERS SECURITIES CORPORATION

BD
CRD#: 7183
ROCHESTER, NY
Past

July 31, 1993 - October 15, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 20, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 28, 1991 - April 16, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 13, 1990 - January 31, 1991

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 15, 1989 - September 12, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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: 11/22/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SB
SANDS BROTHERS & CO., LTD.
SANDS BROTHERS & CO., LTD. | SHOCKET SECURITIES, A DIVISION OF SANDS BROTHERS & CO., LTD. | SANDS BROTHERS MITCHELL & CO., LIMITED

CRD#: 26816 / SEC#: , 8-42740

BD
Terminated by SEC on 12/21/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/16/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SANDS, MARTIN SCOTTCO-OWNER1186904
SANDS, STEVEN BRETTCHAIRMAN & SECRETARY730742
BENDELAC, ROGER EMILEPRESIDENT715445

Disclosures


Regulatory Event17
Arbitration16

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


SANDS BROTHERS & CO., LTD.

CRD#: 26816

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