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DJ

Douglas J. Jones

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CRD#: 1313250
DJ

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.

Douglas John Jones was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1985. Douglas had worked at 16 firms and has passed the Series 63, Series 7, Series 22, Series 27 and Series 24 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

June 4, 2012 - July 12, 2012

ALLIANCE AFFILIATED EQUITIES CORPORATION

BD
CRD#: 23928
OVERLAND PARK, KS
Past

March 19, 2010 - July 31, 2012

WESTMORELAND CAPITAL CORPORATION

BD
CRD#: 11469
ARLINGTON, TX
Past

February 17, 2009 - April 2, 2009

RICHFIELD ORION INTERNATIONAL, INC.

BD
CRD#: 24433
CASTLE ROCK, CO
Past

September 30, 2008 - December 31, 2008

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

April 1, 2005 - September 29, 2006

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

September 29, 1999 - June 2, 2003

KELMOORE INVESTMENT COMPANY, INC.

BD
CRD#: 22509
PALO ALTO, CA
Past

June 14, 1999 - August 19, 1999

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

August 20, 1998 - April 19, 1999

J.D. NICHOLAS & ASSOCIATES, INC.

BD
CRD#: 44791
SYOSSET, NY
Past

May 8, 1997 - August 18, 1997

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

May 2, 1995 - March 18, 1996

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

May 20, 1993 - October 26, 1993

FIRST LAUDERDALE SECURITIES, INC.

BD
CRD#: 13909
Past

December 24, 1991 - November 27, 1992

DETWILER FENTON WEALTH MANAGEMENT INC

BD
CRD#: 16063
BOSTON, MA
Past

March 9, 1990 - November 25, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

April 27, 1989 - August 26, 1989

EQUITYLINE SECURITIES, INC.

BD
CRD#: 14853
Past

February 9, 1988 - April 19, 1989

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

March 18, 1985 - September 1, 1987

THE KEYES INVESTMENT GROUP, INC.

BD
CRD#: 8199

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: 7/9/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AA
ALLIANCE AFFILIATED EQUITIES CORPORATION
ALLIANCE AFFILIATED EQUITIES CORPORATION | DAVID PAUL DYER

CRD#: 23928 / SEC#: , 8-40844

BD
Terminated by SEC on 01/04/2016
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Contact information


Main Address
7227 Metcalf Avenue Suite 201, Overland Park, KS 66204-1974
Mailing Address
7227 Metcalf Avenue Suite 201, Overland Park, KS 66204-1974
Phone number
(913) 428-8278
Established
Texas since 01/25/1989
Firm type
Corporation
Fiscal year end
December
# of Employees
1

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
DYER, DAVID PAULOWNER2179498

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


ALLIANCE AFFILIATED EQUITIES CORPORATION

CRD#: 23928

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