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TS

Thomas C. Scott

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CRD#: 1292617
TS

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 Chalmers Scott was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1984. Thomas had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 22, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 12, 2019 - October 16, 2019

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Newport Beach, CA
Past

August 27, 2010 - November 6, 2017

MORGAN STANLEY

RIA
CRD#: 149777
NEWPORT BEACH, CA
Past

August 27, 2010 - November 6, 2017

MORGAN STANLEY

BD
CRD#: 149777
NEWPORT BEACH, CA
Past

December 31, 1997 - September 7, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
IRVINE, CA
Past

January 5, 1993 - September 7, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
IRVINE, CA
Past

March 18, 1991 - January 5, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

June 21, 1989 - March 22, 1991

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

April 21, 1988 - June 19, 1989

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

BD
CRD#: 14338
Past

February 3, 1986 - February 10, 1987

GAF FINANCIAL AND INSURANCE SERVICES

BD
CRD#: 14123
Past

December 21, 1985 - March 17, 1988

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

April 22, 1985 - November 25, 1985

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

July 30, 1984 - February 11, 1985

APEX FINANCIAL PLANNERS CORP.

BD
CRD#: 6375

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: 10/11/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/30/2004
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


PK
PURSHE KAPLAN STERLING INVESTMENTS
PURSHE KAPLAN STERLING INVESTMENTS | SARATOGA 21ST, LTD. | PURSHE KAPLAN STERLING INVESTMENTS, INC.

CRD#: 35747 / SEC#: , 8-46844

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
80 State Street, Albany, NY 12207
Mailing Address
80 State Street, Albany, NY 12207
Phone number
(518) 436-3536
Established
New York since 12/16/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PKS HOLDINGS, LLCHOLDING CO.
BOHLEY, TRACEY LEACHIEF FINANCIAL OFFICER4826937
FLOUTON, KATHERINE MARIEPRESIDENT4405001
KVAM, PETER DAVIDCHIEF COMPLIANCE OFFICER4301918
MOTTA, CHRISTOPHER JOHNCOO2741133
PURCELL, JOHN PETERC.E.O.1664678

Disclosures


Regulatory Event11
Arbitration2

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


PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

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