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CJ

Cheryl D. Jimerson

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CRD#: 1379935
CJ

Professional summary


Cheryl Diane Jimerson was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Cheryl is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Cheryl had worked at 5 firms, which includes WESTROCK ADVISORS INC., DPEC CAPITAL INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, PRUDENTIAL EQUITY GROUP LLC, LEHMAN BROTHERS INC..

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

December 4, 2002 - October 5, 2005

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

April 12, 2001 - October 10, 2002

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

June 26, 1995 - April 25, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 10, 1990 - June 8, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 23, 1985 - January 9, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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: 10/26/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WA
WESTROCK ADVISORS, INC.
WESTROCK ADVISORS, INC.

CRD#: 114338 / SEC#: , 8-53419

BD
Terminated by SEC on 08/07/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 08/30/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WESTROCK GROUP INCSHH
DINATALE, ELIZABETH ANNEFINOP1960549
HUNTER, DONALD HORTON JRPRESIDENT1849030
LEVINE, JOAN DOLORESCOO207124
SHAPIRO, ANDREW JAYCHIEF COMPLIANCE OFFICER, ROSFP1104658

Disclosures


Regulatory Event13
Arbitration9

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


WESTROCK ADVISORS, INC.

CRD#: 114338

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