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SC

Stoughton M. Conn

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CRD#: 1560455
SC

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.

Stoughton Minetta Conn, who also goes by Minetta Stoughton Conn, Stoughton M Conn, Stoughton Conn, was a registered financial professional .

Stoughton is a previously registered financial professional and started their career in finance in 1987. Stoughton had worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 5 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Minetta Stoughton Conn | Stoughton M Conn | Stoughton Conn

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 16, 2014 - January 23, 2018

FALCON SQUARE CAPITAL, LLC

BD
CRD#: 165225
RALEIGH, NC
Past

November 25, 2013 - July 17, 2014

D.A. DAVIDSON & CO.

BD
CRD#: 199
GREAT FALLS, MT
Past

November 4, 2013 - November 25, 2013

CROWELL WEEDON & CO.

BD
CRD#: 168622
LOS ANGELES, CA
Past

April 23, 2012 - November 4, 2013

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

August 11, 2011 - April 17, 2012

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CHICAGO, IL
Past

February 24, 2006 - August 8, 2011

STONE & YOUNGBERG LLC

BD
CRD#: 795
CHICAGO, IL
Past

May 8, 2001 - February 22, 2006

COMMERCE BROKERAGE SERVICES, INC.

BD
CRD#: 17140
CLAYTON, MO
Past

October 25, 1995 - November 13, 1998

HARRIS NESBITT CORP.

BD
CRD#: 7299
CHICAGO, IL
Past

April 23, 1991 - August 11, 1995

SANWA UNIVERSAL SECURITIES CO., LLC

BD
CRD#: 8427
NEW YORK, NY
Past

April 10, 1990 - August 11, 1995

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

December 20, 1988 - March 20, 1990

CM&M FUTURES INC.

BD
CRD#: 15845
NEW YORK, NY
Past

July 25, 1987 - March 20, 1990

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK CITY, 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
RR
Series 63
Date: 4/3/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 8/27/1986
Interest Rate Options Examination
Principal/Supervisory Exam

Current Firm


FS
FALCON SQUARE CAPITAL, LLC
FALCON SQUARE CAPITAL, LLC | HCG

CRD#: 165225 / SEC#: , 8-69147

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
3701 Lake Boone Trail Suite 100, Raleigh, NC 27607
Mailing Address
3701 Lake Boone Trail Suite 100, Raleigh, NC 27607
Phone number
(919) 825-1534
Established
North Carolina since 04/02/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PENDERGRASS, MELISSA JOINESCEO, CFO, CCO5392765
CUNNINGHAM, SCOTT LINDSAYMEMBER4829676
WALL, BRAXTON CRAVENMEMBER5557276
WRIGHT, KEATON THOMASMEMBER5703087
PORTWOOD, WILLIAM BOYCEFINOP4853700

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


FALCON SQUARE CAPITAL, LLC

CRD#: 165225

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