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William B. Truesdale

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CRD#: 1465738
WT

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.

William Barlow Truesdale JR was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1986. William had worked at 7 firms and has passed the Series 63 and Series 7 exams.

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

September 21, 1993 - October 4, 1993

DISCOVERY CAPITAL GROUP

BD
CRD#: 29355
Past

July 14, 1992 - September 21, 1993

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
Past

October 1, 1987 - December 3, 1987

INVESTOCK & CO., INC.

BD
CRD#: 19926
Past

September 10, 1987 - October 16, 1987

FIRST FLORIDA SECURITIES GROUP, INC.

BD
CRD#: 14320
Past

January 21, 1987 - August 1, 1987

BLACKSTOCK & LANDSTREET, INC.

BD
CRD#: 14227
Past

July 24, 1986 - January 16, 1987

AMERICAN HERITAGE SECURITIES CORPORATION

BD
CRD#: 16130
Past

July 24, 1986 - February 6, 1987

BLACKSTOCK & CO., INC.

BD
CRD#: 8469

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: 7/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DC
DISCOVERY CAPITAL GROUP
DISCOVERY CAPITAL GROUP | DISCOVERY CAPITAL GROUP, INC.

CRD#: 29355 / SEC#: , 8-44256

BD
Revoked by SEC on 03/18/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 03/04/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WALSH, ERIK BAXTERPRESIDENT2589145
BUSH, RICHARD ALBERTCHIEF OPERATING OFFICER2457963
FISCHER, KAREN ZILLIAFINANCIAL AND OPERATIONS PRINCIPAL1708090

Disclosures


Regulatory Event10
Civil 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


DISCOVERY CAPITAL GROUP

CRD#: 29355

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