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Curtis J. Thompson

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CRD#: 1686262
CT

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.

Curtis Jay Thompson was a registered financial professional .

Curtis is a previously registered financial professional and started their career in finance in 1990. Curtis had worked at 9 firms and has passed the Series 63, Series 7, Series 10 and Series 9 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

March 2, 2006 - June 25, 2012

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
CHICAGO, IL
Past

February 24, 2006 - March 15, 2006

MOORS & CABOT, INC.

BD
CRD#: 594
CHICAGO, IL
Past

May 17, 2002 - February 24, 2006

MOORS & CABOT, INC.

BD
CRD#: 594
BOSTON, MA
Past

March 9, 2002 - April 10, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

April 21, 1997 - March 9, 2002

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

October 17, 1994 - May 14, 1997

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

October 5, 1993 - October 25, 1994

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

November 3, 1992 - July 15, 1993

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL
Past

November 15, 1990 - February 28, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 9, 1990 - October 17, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, 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: 8/23/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SA
STERNE, AGEE & LEACH, INC.
STERNE AGEE & LEACH, INC. CAPITAL MANAGEMENT | STERNE, AGEE AND LEACH, INC. | STERNE, AGEE & LEACH, INC.

CRD#: 791 / SEC#: , 8-11754

BD
Terminated by SEC on 09/05/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1964
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTL FCSTONE INC.100% OWNER
TROUT, RONALD CAREYCHIEF COMPLIANCE OFFICER2947546

Disclosures


Regulatory Event48
Arbitration6

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


STERNE, AGEE & LEACH, INC.

CRD#: 791

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