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JG

Jeffrey F. Gallahue

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CRD#: 1756598
JG

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.

Jeffrey Francis Gallahue was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1994. Jeffrey had worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 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

September 26, 2006 - February 12, 2017

NEWCASTLE DISTRIBUTORS LLC

BD
CRD#: 140096
AVON, CT
Past

August 27, 2004 - March 27, 2006

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

BD
CRD#: 13645
MILFORD, CT
Past

June 21, 2002 - June 25, 2002

DUFF & PHELPS INVESTMENT MANAGEMENT CO.

RIA
CRD#: 107296
CANTON, MA
Past

March 16, 2001 - July 15, 2004

GOODWIN CAPITAL ADVISERS, INC.

RIA
CRD#: 108290
CANTON, MA
Past

May 13, 1997 - July 16, 2004

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

January 19, 1994 - April 9, 1997

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

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: 7/31/1992
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ND
NEWCASTLE DISTRIBUTORS LLC
NEWCASTLE DISTRIBUTORS LLC

CRD#: 140096 / SEC#: , 8-67277

BD
Terminated by SEC on 08/18/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 11/04/2005
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ATKINS, PAUL ANTHONYCEO, COO, CCO8443
MOODY, ARTHUR MONROE IIIFINOPS1075864

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


NEWCASTLE DISTRIBUTORS LLC

CRD#: 140096

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