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Thomas E. Brenner

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CRD#: 1489233
TB

Professional summary


Thomas Edward Brenner JR was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thomas is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Thomas had worked at 5 firms, which includes FIRST AMERICAN SECURITIES INC., OAK STREET SECURITIES INC., FIRST ALLIED SECURITIES INC., RAYMOND JAMES FINANCIAL SERVICES INC., EDWARD JONES.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Edward Brenner | Tom Brenner

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

May 2, 2012 - June 22, 2016

FIRST AMERICAN SECURITIES, INC.

RIA
CRD#: 35841
ORRVILLE, OH
Past

November 23, 2011 - June 22, 2016

FIRST AMERICAN SECURITIES, INC.

BD
CRD#: 35841
ORRVILLE, OH
Past

December 3, 2010 - November 23, 2011

OAK STREET SECURITIES, INC.

RIA
CRD#: 133591
ORVILLE, OH
Past

August 11, 2010 - November 23, 2011

OAK STREET SECURITIES, INC.

BD
CRD#: 133591
FOREST LAKE, MN
Past

September 13, 2007 - August 9, 2010

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
ORRVILLE, OH
Past

July 27, 2007 - August 9, 2010

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
ORRVILLE, OH
Past

October 18, 1999 - July 31, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
ORRVILLE, OH
Past

June 11, 1991 - July 31, 2007

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ORRVILLE, OH
Past

April 25, 1986 - June 26, 1991

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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: 5/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FA
FIRST AMERICAN SECURITIES, INC.
FIRST AMERICAN SECURITIES | PRIVATE FINANCIAL SECURITIES | FIRST AMERICAN SECURITIES, INC. | FIRST AMERICAN SECURITIES, INC

CRD#: 35841 / SEC#: 801-61017, 8-47094

BD
Terminated by SEC on 06/21/2016
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Contact information


Main Address
324 West High St., Orrville, OH 44667
Mailing Address
Phone number
Established
Minnesota since 03/13/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
FIRST AMERICAN HOLDINGS LLCSHAREHOLDER
BRENNER, THOMAS EDWARD JRCHIEF EXECUTIVE OFFICER1489233
FURKIOTI, JOHN NICHOLASCCO (BD) CCO (RIA)5005622
GETTENBERG, JASON SCOTTFINOP4427007
MATHEWS, JOAN DIANE FOSTERCOMPLIANCE OFFICER1302135

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


FIRST AMERICAN SECURITIES, INC.

CRD#: 35841

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