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TO

Timothy M. Oleary

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CRD#: 1344871
TO

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.

Timothy Michael Oleary, who also goes by Tim Oleary, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1985. Timothy had worked at 10 firms and has passed the Series 63, Series 65, Series 82, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Oleary

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 1, 2018 - August 12, 2022

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

July 16, 2015 - November 12, 2015

FNEX CAPITAL, LLC

BD
CRD#: 166316
INDIANAPOLIS, IN
Past

November 14, 1997 - August 30, 2001

J. MICHAEL-PATRICK, L.L.C.

BD
CRD#: 36990
CLAYTON, MO
Past

August 13, 1991 - October 9, 1997

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 23, 1990 - August 9, 1991

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

July 29, 1988 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO
Past

April 11, 1988 - July 13, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 20, 1988 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

June 11, 1986 - January 13, 1988

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
Past

June 24, 1985 - March 4, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 12/3/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/5/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AARON CAPITAL INCORPORATED
AARON CAPITAL INCORPORATED | AARON CAPITAL, INCORPORATED

CRD#: 28583 / SEC#: , 8-44000

BD
Terminated by SEC on 09/30/2022
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Contact information


Main Address
2244 Faraday, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Texas since 10/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WOLFE, DAVID SANFORDCHAIRMAN/CEO/CCO1019315
CARTER, ANA RCFO/FINOP4424794

Disclosures


Regulatory Event5
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


AARON CAPITAL INCORPORATED

CRD#: 28583

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