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HW

Henry A. Watson

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CRD#: 1326969
HW

Professional summary


Henry Al Dean Watson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Henry is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Henry had worked at 7 firms, which includes J.J.B. HILLIARD W.L. LYONS LLC, SCOTT & STRINGFELLOW LLC, EDGAR M. NORRIS & CO. INC., BANC OF AMERICA INVESTMENT SERVICES INC., NATIONSSECURITIES, RAYMOND JAMES & ASSOCIATES INC., UBS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dean Watson | Henry Dean Watson

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 27, 2012 - October 12, 2016

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
GREENVILLE, SC
Past

January 26, 2012 - October 12, 2016

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
GREENVILLE, SC
Past

April 27, 2005 - February 8, 2012

SCOTT & STRINGFELLOW, LLC

RIA
CRD#: 6255
GREENVILLE, SC
Past

August 21, 2001 - February 8, 2012

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
GREENVILLE, SC
Past

September 8, 2000 - December 7, 2000

EDGAR M. NORRIS & CO., INC.

BD
CRD#: 2928
GREENSVILLE, SC
Past

January 1, 1998 - September 12, 2000

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

June 7, 1993 - January 1, 1998

NATIONSSECURITIES

BD
CRD#: 32542
Past

April 22, 1991 - June 7, 1993

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

February 27, 1989 - April 18, 1991

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

December 21, 1984 - March 2, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

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: 4/25/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JH
J.J.B. HILLIARD, W.L. LYONS, LLC
HILLIARD LYONS | J.J.B. HILLIARD, W.L. LYONS, LLC | J.J.B. HILLIARD, W.L. LYONS, INC. | J.J.B. HILLIARD, W.L. LYONS, INC | J.J.B HILLIARD, W.L. LYONS, LLC | HILLIARD LYONS RESEARCH ADVISORS | HILLIARD LYONS INVESTMENT MANAGEMENT GROUP | HILLIARD LYONS ASSET MANAGEMENT

CRD#: 453 / SEC#: 801-23120, 8-33133

BD
Terminated by SEC on 12/21/2019
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Contact information


Main Address
500 West Jefferson Street, Louisville, KY 40202
Mailing Address
Phone number
Established
Kentucky since 03/01/2008
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FINANCIAL PLANNING DISCLOSURE BROCHURE (4/2/2019)

Direct owners and executive officers


NamePositionCRD#
HL FINANCIAL SERVICES, LLCMEMBER
ALLEN, JAMES REIDCHAIRMAN OF THE BOARD, CEO1014622
AMATO, ANTHONY NICHOLAS JRPRINCIPAL OPERATIONS OFFICER1329288
ASFAHL, DONALD LEEEXECUTIVE VICE PRESIDENT2824358
BOOTH, STEVEN GREGORYDIRECTOR2147388
CUTSINGER, CHARLES JOSEPH JR.EXECUTIVE VICE PRESIDENT2065360
GRIMLEY, CHARLES MORRISONEXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER1121284
KAPLAN, ELIZABETH CSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER4619011
KESSINGER, THOMAS BURKS IIIDIRECTOR, PRESIDENT2366538
MILLER, CARMELLA RASICHIEF RISK OFFICER, EXECUTIVE VICE PRESIDENT1879379
NEWMAN, ALAN HAMBURGEXECUTIVE VICE PRESIDENT719981
PAPACHRISTOU, NICHOLASCHIEF MARKETING OFFICER, EXECUTIVE VICE PRESIDENT6464162
PURCELL, PAUL EDWARDDIRECTOR844873
SCHROEDER, MICHAEL JOHNDIRECTOR1483012
WHITE, JALEIGH JEFFERSEXECUTIVE VICE PRESIDENT5950788

Disclosures


Regulatory Event36
Arbitration31

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


J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

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