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Stanley A. Sheridan

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CRD#: 1544280
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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.

Stanley Alden Sheridan was a registered financial professional .

Stanley is a previously registered financial professional and started their career in finance in 2001. Stanley had worked at 8 firms and has passed the Series 65, Series 63, Series 3, Series 55, Series 7, Series 62, Series 6, Series 4, Series 53, Series 24, Series 26 and Series 27 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

July 26, 2013 - August 14, 2013

J.W. MILLEGAN, INC.

BD
CRD#: 40116
MCMINNVILLE, OR
Past

May 24, 2012 - August 21, 2012

WESTOR CAPITAL GROUP, INC.

BD
CRD#: 103823
HERKIMER, NY
Past

December 6, 2010 - November 29, 2013

MUTUAL FUNDS INVESTMENT COMPANY

BD
CRD#: 2861
MONTPELIER, VA
Past

September 19, 2007 - December 15, 2010

INTERCOASTAL CAPITAL MARKETS, INC.

BD
CRD#: 83
BOCA RATON, FL
Past

June 13, 2006 - September 18, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
GLEN ALLEN, VA
Past

March 31, 2006 - September 18, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
GLEN ALLEN, VA
Past

October 18, 2004 - March 17, 2005

VELASCO SECURITIES, INC.

BD
CRD#: 29863
ARLINGTON, VA
Past

July 30, 2004 - November 28, 2005

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA
Past

October 6, 2002 - November 30, 2005

MUTUAL FUNDS INVESTMENT COMPANY

BD
CRD#: 2861
MONTPELIER, VA
Past

October 1, 2001 - August 1, 2002

ONLINE SECURITIES, INC.

BD
CRD#: 46349
HERNDON, VA

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: 6/12/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/11/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 11/22/2002
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JM
J.W. MILLEGAN, INC.
J W MILLEGAN INC. | J.W. MILLEGAN, INC.

CRD#: 40116 / SEC#: , 8-48967

BD
Terminated by SEC on 02/14/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Oregon since 10/12/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MILLEGAN, JAMES WOODWORTHPRESIDENT/CEO/SECRETARY/CCO1200051

Disclosures


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


J.W. MILLEGAN, INC.

CRD#: 40116

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