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JB

James S. Burford

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CRD#: 1322180
JB

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.

James Scott Burford was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1984. James had worked at 2 firms and has passed the Series 65, Series 63, Series 55, Series 7 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

May 16, 2000 - November 7, 2013

GBS FINANCIAL CORP.

RIA
CRD#: 16906
MOHAVE VALLEY, AZ
Past

June 11, 1990 - November 7, 2013

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

November 21, 1984 - June 12, 1990

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LOS ANGELES, CA

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: 4/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 4/26/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GF
GBS FINANCIAL CORP.
GBS ADVISORS | GBS FINANCIAL CORPORATION | GBS FINANCIAL CORP.

CRD#: 16906 / SEC#: 801-60744, 8-34631

BD
Terminated by SEC on 02/11/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/23/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GLOISTEN, DONALD GERARDCHIEF EXECUTIVE OFFICER223175
GLOISTEN, GERARD PAULPRESIDENT2579962
KINKADE, STEPHEN ROYFINANCIAL AND OPERATION PRINCIPAL833549
MORRILL, LYNN SUECHIEF COMPLIANCE OFFICER & REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL1031518

Disclosures


Regulatory Event1
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


GBS FINANCIAL CORP.

CRD#: 16906

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