WS

Wise A. Skillman

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CRD#: 1757886
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.

Wise Alsop Skillman III was a registered financial professional .

Wise is a previously registered financial professional and started their career in finance in 1987. Wise had worked at 5 firms and has passed the Series 63, Series 7, Series 28 and Series 24 exams.

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.

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

December 23, 1991 - May 31, 2001

C.B. HILL & ASSOCIATES, INC.

BD
CRD#: 23786
JACKSONVILLE, FL
Past

January 4, 1991 - December 31, 1991

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

May 18, 1990 - December 31, 1990

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

January 4, 1990 - May 18, 1990

JONATHAN ALAN & CO., INC.

BD
CRD#: 15914
Past

October 21, 1987 - December 31, 1989

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
BEDMINSTER, NJ

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
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 7/13/1992
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam

Current Firm


CH
C.B. HILL & ASSOCIATES, INC.
C.B. HILL & ASSOCIATES, INC. | WISE SECURITIES, INC. | PRUDENT PROCESS CORPORATION

CRD#: 23786 / SEC#: , 8-40841

BD
Terminated by SEC on 08/28/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/05/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SKILLMAN, WISE ALSOP IIIPRESIDENT1757886

Disclosures


Regulatory Event4
Arbitration2

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


C.B. HILL & ASSOCIATES, INC.

CRD#: 23786

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