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JG

John R. Gourlay

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CRD#: 1382940
JG

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.

John Robert Gourlay, who also goes by Robert John Gourlay, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1985. John had worked at 9 firms and has passed the Series 63, SIE and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert John Gourlay

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

August 7, 1998 - July 27, 2015

ANTHEM SECURITIES, INC.

BD
CRD#: 42420
PITTSBURGH, PA
Past

March 4, 1996 - December 12, 2005

BRYAN FUNDING, INC.

BD
CRD#: 11899
CANONSBURG, PA
Past

June 11, 1992 - December 15, 1995

BUTTONWOOD SECURITIES, INC.

BD
CRD#: 18420
NEW YORK, NY
Past

November 16, 1989 - May 11, 1990

CUSTOM LIVING PROPERTIES, INC.

BD
CRD#: 19395
Past

August 23, 1989 - January 7, 1991

NEW SOUTH SECURITIES, INC.

BD
CRD#: 6747
Past

June 6, 1988 - November 2, 1989

SOUTHMARK/ENVICON SECURITIES CORP.

BD
CRD#: 18746
Past

August 29, 1986 - July 6, 1988

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

July 31, 1986 - July 15, 1988

GLOBAL CAPITAL INVESTORS CORPORATION

BD
CRD#: 11518
Past

July 5, 1985 - July 23, 1985

TRIAD AMERICAN SECURITIES INC.

BD
CRD#: 10973

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: 1/20/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
ANTHEM SECURITIES, INC.
ANTHEM SECURITIES, INC.

CRD#: 42420 / SEC#: , 8-49851

BD
Terminated by SEC on 08/28/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 11/27/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ATLAS ENERGY SECURITIES, LLCSHAREHOLDER
ATKINSON, JUSTIN TROYDIRECTOR4385783
ATKINSON, JUSTIN TROYPRESIDENT AND CHIEF COMPLIANCE OFFICER4385783
BEATON, DANIEL STEWARTFINOP4240769
HOOD, REBECCA MAYSECRETARY3001520

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


ANTHEM SECURITIES, INC.

CRD#: 42420

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