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LG

Larry G. Goldston

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CRD#: 1869099
LG

Professional summary


Larry Gordon Goldston was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Larry is a previously registered financial advisor and started their career in finance in 1988. Prior to being barred, Larry had worked at 5 firms, which includes CAPROCK SECURITIES INC., MORGAN STANLEY DW INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, PRUDENTIAL EQUITY GROUP LLC, THOMSON MCKINNON SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

March 15, 2007 - June 30, 2015

CAPROCK SECURITIES, INC.

BD
CRD#: 8014
LUBBOCK, TX
Past

October 6, 1998 - March 27, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
LUBBOCK, TX
Past

October 2, 1998 - March 27, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
LUBBOCK, TX
Past

September 6, 1991 - August 20, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 15, 1989 - October 1, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 23, 1988 - September 16, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY

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: 10/20/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CS
CAPROCK SECURITIES, INC.
CAPROCK SECURITIES, INC.

CRD#: 8014 / SEC#: , 8-24444

BD
Terminated by SEC on 10/06/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 12/11/1978
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLISON, DARYL EUGENEPRESIDENT,CCO3686
JOBE, ARLIE FRED JRDIRECTOR258743

Disclosures


Regulatory Event7
Arbitration1
Judgment/Lien1

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


CAPROCK SECURITIES, INC.

CRD#: 8014

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