AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RV

Rosann P. Vaughn

Some features on this profile are disabled
CRD#: 1341662
RV

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.

Rosann Philomena Vaughn, who also goes by Rosann Philomena Bruno, Rosann Brunovaughn, Rosann Bruno Vaughn, was a registered financial professional .

Rosann is a previously registered financial professional and started their career in finance in 1985. Rosann had worked at 13 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rosann Philomena Bruno | Rosann Brunovaughn | Rosann Bruno Vaughn

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

November 27, 2007 - May 12, 2014

ODD LOT BONDS, INC

BD
CRD#: 43033
AVENTURA, FL
Past

January 2, 2004 - February 13, 2007

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
HOLLYWOOD, FL
Past

November 8, 2002 - January 12, 2004

JENCKS & COMPANY LLC

BD
CRD#: 44494
WOODWAY, WA
Past

November 26, 2001 - November 4, 2002

NATALLIANCE SECURITIES, LLC

BD
CRD#: 39455
AUSTIN, TX
Past

January 5, 2000 - November 26, 2001

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

December 9, 1999 - December 31, 1999

LINTZ GLOVER WHITE & COMPANY, INC.

BD
CRD#: 22906
VALLEY VILLAGE, CA
Past

July 31, 1998 - August 23, 1999

SUNCOAST CAPITAL GROUP, LTD.

BD
CRD#: 31214
FT. LAUDERDALE, FL
Past

January 2, 1997 - August 11, 1998

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

August 20, 1996 - January 24, 1997

INTERCREDIT CAPITAL MARKETS, INC.

BD
CRD#: 39344
Past

February 17, 1995 - August 14, 1996

SUNCOAST CAPITAL GROUP, LTD.

BD
CRD#: 31214
FT. LAUDERDALE, FL
Past

April 2, 1992 - February 21, 1995

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

October 19, 1988 - February 21, 1989

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

August 23, 1988 - September 16, 1988

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
Past

April 24, 1986 - August 30, 1988

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Past

February 21, 1985 - May 9, 1986

ADVEST, INC.

BD
CRD#: 10

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: 10/2/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


OL
ODD LOT BONDS, INC
ATLANTIC TRADING PARTNERS INCORPORATED | ODD LOT BONDS, INC

CRD#: 43033 / SEC#: , 8-50125

BD
Terminated by SEC on 01/17/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 02/17/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
YAGMAN, WAYNE JANCCO, FINOP, PRESIDENT502889

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


ODD LOT BONDS, INC

CRD#: 43033

TRUST BUT VERIFY

Monitor Rosann Vaughn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics