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GS

Gregory C. Spangler

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CRD#: 1790393
GS

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.

Gregory Charles Spangler, who also goes by Greg Spangler, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1988. Gregory had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Spangler

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

February 14, 1995 - December 16, 1996

CAPITAL SECURITIES OF AMERICA, INC.

BD
CRD#: 36405
HARTVILLE, OH
Past

September 24, 1992 - November 17, 1995

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

June 26, 1991 - February 1, 1995

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

August 25, 1988 - July 8, 1991

MAIN STREET MANAGEMENT COMPANY

BD
CRD#: 547
BOSTON, MA
Past

February 8, 1988 - August 15, 1988

BUTCHER & SINGER INC.

BD
CRD#: 6517

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: 1/19/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CS
CAPITAL SECURITIES OF AMERICA, INC.
CAPITAL CITY INVESTMENTS | THE OASIS ASSET MANAGEMENT, LLC | SOUTH BAY INVESTMENT GROUP, LLC | PROACTIVE PORTFOLIO MANAGEMENT, LLC | PERRY REGHETTI & ASSOCIATES | LONE TREE FINANCIAL GROUP, LLC | KALTBAUM & ASSOCIATES | CORE INVESTMENTS | CAPITAL SECURITIES OF AMERICA, INC. | CAPITAL SECURITIES OF AMERICA

CRD#: 36405 / SEC#: , 8-47253

BD
Terminated by SEC on 05/01/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 08/06/1992
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WUNDERLICH INVESTMENT COMPANY, INCSHAREHOLDER
CLINE, JERRY LEEPRESIDENT1350020
CLINE, JERRY LEESECRETARY1350020
MOHNEY, BRIAN EUGENESROP, COO, CFO, CROP2890043
WISWALL, TRACY LEIGHTONCHIEF COMPLIANCE OFFICER3023407
WUNDERLICH, GARY KENT JRCHIEF EXECUTIVE OFFICER2256877

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


CAPITAL SECURITIES OF AMERICA, INC.

CRD#: 36405

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