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BS

Bruce E. Straughn

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CRD#: 1801834
BS

Professional summary


Bruce Edward Straughn was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bruce is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Bruce had worked at 6 firms, which includes PACIFIC CORTEZ SECURITIES INCORPORATED, PAULSON INVESTMENT COMPANY LLC, HAYNE MILLER FINANCIAL INC., WHITEHOUSE & MOORE INVESTMENTS INC., TAMARON INVESTMENTS INC., UBS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bruce E Straughn | Bruse Edward Straughn

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

June 21, 1993 - November 8, 1996

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

May 13, 1991 - June 23, 1993

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

January 25, 1991 - April 1, 1991

HAYNE, MILLER FINANCIAL, INC.

BD
CRD#: 13849
MINNEAPOLIS, MN
Past

October 18, 1990 - March 14, 1991

WHITEHOUSE & MOORE INVESTMENTS, INC.

BD
CRD#: 24738
Past

January 31, 1989 - November 15, 1990

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

February 23, 1988 - February 8, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, 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
RR
Series 63
Date: 2/26/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

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