Edward D. Shanklin
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.
Edward Douglas Shanklin, who also goes by Eddie Shanklin Jr, Edward D Shanklin Jr, Edward Douglas Shanklin Jr, was a registered financial professional .
Edward is a previously registered financial professional and started their career in finance in 1993. Edward had worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 6, 2025 - December 31, 2025
HACKETT ROBERTSON TOBE GROUP
January 7, 2016 - February 1, 2019
GAVION, LLC
October 12, 2012 - December 31, 2015
EQUITAS CAPITAL ADVISORS,LLC
March 28, 2012 - March 10, 2015
PURSHE KAPLAN STERLING INVESTMENTS
June 9, 2004 - December 21, 2010
MELVIN SECURITIES, L.L.C.
October 23, 2003 - April 28, 2004
DIRECT BROKERAGE, INC.
December 13, 2001 - July 9, 2003
DIRECT BROKERAGE, INC.
May 18, 2000 - October 2, 2001
STRATEGIC ASSETS INC.
April 27, 2000 - May 30, 2000
DAMON ROCQUE SECURITIES CORPORATION
February 15, 2000 - April 27, 2000
JACKSON SHANKLIN & SONIA SECURITIES, LLC
August 6, 1997 - November 3, 1999
BOLTON GLOBAL CAPITAL
August 18, 1993 - August 15, 1997
SISUNG SECURITIES CORPORATION
Primary Firm SEC Registration
HACKETT ROBERTSON TOBE GROUP
CRD#: 304638 / SEC#: 801-117295
State Registrations and Notice Filings
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Exams
Current Firm
HACKETT ROBERTSON TOBE GROUP
CRD#: 304638 / SEC#: 801-117295
Contact information
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 380,000,000 |
Red Flags
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