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MC

Melissa L. Curtis

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CRD#: 1808156
MC

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.

Melissa Ladonna Curtis, who also goes by Melissa Ladonna Bishop, Melissa Ladonna Broomas, Melissa Ladonna Wear, was a registered financial professional .

Melissa is a previously registered financial professional and started their career in finance in 1988. Melissa had worked at 4 firms and has passed the Series 63, Series 7, Series 24, Series 53 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Melissa Ladonna Bishop | Melissa Ladonna Broomas | Melissa Ladonna Wear

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 21, 2002 - September 30, 2003

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

March 6, 1996 - February 22, 2001

JOHN R. TAYLOR FINANCIAL GROUP, INC.

BD
CRD#: 39312
BIRMINGHAM, AL
Past

June 14, 1991 - February 22, 1996

MERCHANTS INVESTMENT CENTER, INC.

BD
CRD#: 27402
Past

April 20, 1988 - March 2, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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: 3/18/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


1G
1ST GLOBAL CAPITAL CORP.
1ST GLOBAL CAPITAL CORP.

CRD#: 30349 / SEC#: , 8-44870

BD
Terminated by SEC on 01/04/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/19/1992
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STEWART, EVERETT PAUL JREVP, CCO2025188

Disclosures


Regulatory Event3
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


1ST GLOBAL CAPITAL CORP.

CRD#: 30349

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