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Thomas J. Burns

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CRD#: 1716855
TB

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.

Thomas John Burns, who also goes by Tom Burns, was a registered financial advisor .

Thomas is a previously registered financial advisor and started their career in finance in 1987. Thomas had worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Burns

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 8, 2006 - December 1, 2014

USA FINANCIAL RESOURCES GROUP, INC.

RIA
CRD#: 139476
CORAM, NY
Past

December 19, 2005 - April 6, 2006

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
CORAM, NY
Past

July 20, 2005 - April 6, 2006

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

April 22, 2005 - July 20, 2005

21ST CENTURY FINANCIAL SERVICES, INC.

BD
CRD#: 42750
EAST MEADOW, NY
Past

December 17, 2002 - July 24, 2003

21ST CENTURY FINANCIAL SERVICES, INC.

BD
CRD#: 42750
EAST MEADOW, NY
Past

November 30, 1998 - November 30, 2000

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

March 11, 1993 - December 20, 1996

USA GROUP FINANCIAL SERVICES, INC.

BD
CRD#: 30523
Past

May 23, 1990 - December 18, 1992

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

May 20, 1988 - February 13, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

September 22, 1987 - May 23, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474

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
IAR
Series 66
Date: 12/6/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


UF
USA FINANCIAL RESOURCES GROUP, INC.
USA FINANCIAL RESOURCES GROUP, INC.

CRD#: 139476 / SEC#:

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Contact information


Main Address
2201 Route 112, Coram, NY 11727-3063
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


USA FINANCIAL RESOURCES GROUP, INC.

CRD#: 139476

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