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Thailia C. Tucker

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CRD#: 1727554
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Professional summary


Thailia Cason Tucker was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Thailia is a previously registered financial advisor and started their career in finance in 1987. Prior to being barred, Thailia had worked at 6 firms, which includes LEVELX CAPITAL LLC, WELLS FARGO CLEARING SERVICES LLC, FIRST UNION BROKERAGE SERVICES INC., RAYMOND JAMES & ASSOCIATES INC., MORGAN STANLEY DW INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thailia Alisa Ballard | Thailia C Ballard | Thailia Alisa Cason

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

September 7, 2007 - December 11, 2007

LEVELX CAPITAL LLC

BD
CRD#: 117028
BROOKLYN, NY
Past

October 1, 2000 - April 3, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MIAMI, FL
Past

October 1, 2000 - April 3, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 9, 1998 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

October 27, 1997 - August 4, 1998

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

April 6, 1994 - November 19, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

September 24, 1987 - March 31, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
IAR
Series 65
Date: 12/6/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/8/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


LC
LEVELX CAPITAL LLC
GENTEM CAPITAL LLC | LEVELX CAPITAL LLC | GLOBAL STRATEGIC INVESTMENTS, LLC

CRD#: 117028 / SEC#: , 8-53580

BD
Terminated by SEC on 06/21/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/17/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SSA TECHNOLOGIES LLCLIMITED LIABILITY COMPANY
APEX CLEARING CORPORATIONOWNER13071
CROCKETT, RICHARD HUNTCHIEF COMPLIANCE OFFICER1209667
INFANTE, CHRISTOPHER DANIELCHIEF EXECUTIVE OFFICER, SROP & CROP5186765
VELASCO STAUDY, PUBLIO FEDERICOFINOP5377174

Disclosures


Regulatory Event6
Criminal1

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


LEVELX CAPITAL LLC

CRD#: 117028

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