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GC

Gary D. Carver

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CRD#: 1282342
GC

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.

Gary Daryle Carver, who also goes by G Daryle Carver, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1984. Gary had worked at 6 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


G Daryle Carver

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

January 5, 2004 - October 31, 2007

CONTEMPORARY FINANCIAL SOLUTIONS, INC.

BD
CRD#: 121699
HALES CORNERS, WI
Past

August 28, 2001 - December 31, 2003

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

June 11, 1997 - August 2, 2001

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

December 9, 1992 - June 16, 1997

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

November 23, 1988 - December 10, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

July 3, 1984 - December 10, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 8/16/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CONTEMPORARY FINANCIAL SOLUTIONS, INC.
CONTEMPORARY FINANCIAL SOLUTIONS, INC.

CRD#: 121699 / SEC#: , 8-65439

BD
Terminated by SEC on 02/18/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/29/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MUTUAL SERVICE CORPORATIONSOLE SHAREHOLDER4806
BECKER, DAVID CLIFFORD SR.FINOP, VICE PRESIDENT4635972
BROWN, STEPHANIE LEIGHDIRECTOR1973369
CLOUD, VINCENT THOMASEXEC VP/DIRECTOR1107858
COATES, SUSAN LOHMANNSR. VICE PRESIDENT1563043
DIXON, JOHN LINCOLNCHAIRMAN68827
DWYER, WILLIAM EDWARD IIIDIRECTOR1274680
KALBAUGH, JOHN ANDREWCHIEF EXECUTIVE OFFICER1821773
KAMINSKI, DENNIS STANLEYEXEC VP/ASST. SECRETARY/DIRECTOR1013459
LYLE, TIMOTHY JAMESSR. VP/CHIEF COMPLIANCE OFFICER1111138
STEARNS, ESTHER MARIONDIRECTOR1088948

Disclosures


Arbitration1

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


CONTEMPORARY FINANCIAL SOLUTIONS, INC.

CRD#: 121699

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