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Scott L. Carter

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CRD#: 1759585
SC

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.

Scott Landon Carter, who also goes by Scotte Landon Carter, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1987. Scott had worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scotte Landon Carter

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

November 16, 2021 - June 4, 2025

SBC PARTNERS

BD
CRD#: 284750
New York, NY
Past

April 27, 2020 - October 25, 2021

MORETON CAPITAL MARKETS, LLC

BD
CRD#: 132643
Los Angeles, CA
Past

January 31, 2020 - April 23, 2020

MUTUAL SECURITIES, INC.

BD
CRD#: 13092
Los Angeles, CA
Past

January 15, 2019 - March 25, 2020

MD GLOBAL PARTNERS, LLC

BD
CRD#: 140988
NEW YORK, NY
Past

April 5, 2016 - March 15, 2018

LOOP CAPITAL MARKETS LLC

BD
CRD#: 43098
LOS ANGELES, CA
Past

March 25, 2014 - March 3, 2016

CASTLEOAK SECURITIES, LP

BD
CRD#: 125334
LOS ANGELES, CA
Past

March 21, 2007 - March 10, 2014

E.J. DE LA ROSA & CO., INC.

BD
CRD#: 25334
LOS ANGELES, CA
Past

September 16, 2004 - March 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PASADENA, CA
Past

June 3, 2002 - September 17, 2004

BONDS DIRECT SECURITIES LLC

BD
CRD#: 112297
NEW YORK, NY
Past

March 27, 1998 - June 13, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
LOS ANGELES, CA
Past

November 11, 1997 - June 13, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 17, 1991 - November 13, 1997

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

September 4, 1990 - September 12, 1991

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 31, 1988 - September 4, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101
Past

April 29, 1988 - September 2, 1988

INTEGRATED RESOURCES INVESTMENT CENTERS, INC.

BD
CRD#: 14338
Past

December 3, 1987 - June 27, 1988

COLUMBIA INVESTMENT SERVICES, INC.

BD
CRD#: 17462

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: 12/2/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SP
SBC PARTNERS
CFI SECURITIES | SBC PARTNERS | EKATS SECURITIES, INC. | EKATS SECURITIES INC. | EKATS SECURITIES | CROWDFUNDER FINANCIAL SERVICES INC.

CRD#: 284750 / SEC#: , 8-69810

BD
Approved by SEC on 04/04/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 07/17/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
EKATS FINANCIAL LLCSHAREHOLDER
BEATON, DANIEL STEWARTCFO AND FINOP4240769
CARTER, SCOTT LANDONCEO & CCO1759585

Disclosures


Regulatory Event8
Arbitration1

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


SBC PARTNERS

CRD#: 284750

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