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WS

William R. Saltz

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CRD#: 1651790
WS

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 Robert Saltz, who also goes by Bill Saltz, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1988. William had worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Saltz

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

January 24, 2007 - May 14, 2007

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
GREENWOOD VILLAGE, CO
Past

February 22, 1999 - December 6, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 24, 1993 - March 10, 1999

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

August 4, 1992 - November 24, 1993

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

April 17, 1991 - August 4, 1992

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

September 4, 1990 - April 5, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 16, 1990 - September 4, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

October 13, 1989 - August 7, 1990

MEYERS SECURITIES CORPORATION

BD
CRD#: 7183
ROCHESTER, NY
Past

April 6, 1989 - September 28, 1989

L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC

BD
CRD#: 14152
IRVINE, CA
Past

June 7, 1988 - April 1, 1989

KRIDEL SECURITIES CORPORATION

BD
CRD#: 7965

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: 7/1/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


JT
J.P. TURNER & COMPANY, L.L.C.
J.P. TURNER & COMPANY | J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177 / SEC#: , 8-50156

BD
Terminated by SEC on 04/04/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 04/11/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BRAVES AQUISITION LLCMEMBER
SHELSON, MARK PAULCORPORATE TREASURER1819252
WOLL, EDWARD BARNETTCHIEF COMPLIANCE OFFICER1096606

Disclosures


Regulatory Event30
Arbitration12

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.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

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