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Neal S. Salisian

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CRD#: 1298678
NS

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.

Neal Samuel Salisian, who also goes by Neal S Salisian, was a registered financial professional .

Neal is a previously registered financial professional and started their career in finance in 1984. Neal had worked at 8 firms and has passed the Series 65, Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neal S Salisian

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 5, 2004 - March 16, 2006

JDL SECURITIES CORPORATION

BD
CRD#: 28131
NEWPORT BEACH, CA
Past

July 30, 2002 - March 30, 2020

GENTER ADVISORS LLC

RIA
CRD#: 113916
LOS ANGELES, CA
Past

October 4, 2001 - October 2, 2002

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

July 17, 1998 - March 30, 2020

GENTER CAPITAL MANAGEMENT

RIA
CRD#: 108618
LOS ANGELES, CA
Past

March 21, 1997 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

June 3, 1989 - August 8, 1997

MIDVALE SECURITIES CORPORATION

BD
CRD#: 15877
Past

September 6, 1988 - December 20, 1988

MONARCH SECURITIES, INC.

BD
CRD#: 2809
Past

November 26, 1984 - February 13, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

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: 4/23/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 4/25/1966
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/1990
General Securities Principal Examination

Current Firm


JS
JDL SECURITIES CORPORATION
JDL AND CO., INC. | JDL SECURITIES CORPORATION

CRD#: 28131 / SEC#: , 8-43494

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


Main Address
1001 Dove Street, Suite 160, Newport Beach, CA 92660-2816
Mailing Address
1001 Dove Street, Suite 160, Newport Beach, CA 92660-2816
Phone number
(949) 752-5206
Established
California since 01/15/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 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#
J.DEREK LEWIS & ASSOCIATES, INC.PARENT COMPANY122307
DALBY, RION JAMESREGISTERED REP5122686
DUNAGAN, KELLY ALLAN JR.REGISTERED REP4777170
ESPINILI, KATHRYN ELIZABETHCHIEF COMPLIANCE OFFICER1220070
FERDI, MARK ANTHONYREGISTERED REP7146341
GREENLEAF, RENY VESSELA MCHIEF FINANCIAL OFFICER5479673
HYEPOCK, DOUGLAS GLENNSECRETARY, DIRECTOR2282539
KNUTSEN, ROBERT WAYNE IICEO5639871
VIDAL, ANDREW JOSEPHREGISTERED REP6877943

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


JDL SECURITIES CORPORATION

CRD#: 28131

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