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TB

Terry L. Buffalo

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CRD#: 1878363
TB

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.

Terry Lynn Buffalo was a registered financial professional .

Terry is a previously registered financial professional and started their career in finance in 1988. Terry had worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 53 exams.

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

August 23, 2013 - October 17, 2014

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
LITTLE ROCK, AR
Past

May 31, 2013 - July 31, 2017

BUFFALO FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 167683
LITTLE ROCK, AR
Past

January 30, 2012 - February 22, 2013

FIRST MIDWEST SECURITIES, INC.

RIA
CRD#: 21786
NEW PORT BEACH, CA
Past

June 4, 2002 - February 22, 2013

FIRST MIDWEST SECURITIES, INC.

BD
CRD#: 21786
NEW PORT BEACH, CA
Past

September 5, 2001 - November 14, 2002

NIPHIX INVESTMENTS INC.

BD
CRD#: 39378
PEORIA, IL
Past

October 28, 1997 - September 28, 2000

AISCO TRADING, INC.

BD
CRD#: 40901
EAST PEORIA, IL
Past

August 21, 1997 - March 6, 2002

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

March 6, 1995 - April 4, 1997

SMITH CULVER INVESTMENTS

BD
CRD#: 24007
SAN FRANCISCO, CA
Past

February 17, 1994 - December 23, 1994

INTESA SANPAOLO IMI SECURITIES CORP.

BD
CRD#: 19418
NEW YORK, NY
Past

August 28, 1991 - January 28, 1994

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

April 10, 1991 - August 12, 1991

MASTERS FINANCIAL GROUP, INC.

BD
CRD#: 25747
LITTLE ROCK, AR
Past

February 21, 1991 - May 20, 1991

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

October 27, 1988 - September 21, 1989

CREWS & ASSOCIATES, INC.

BD
CRD#: 8052
LITTLE ROCK, AR
Past

October 5, 1988 - November 1, 1988

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, 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
IAR
Series 66
Date: 1/27/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


B&
BENJAMIN & JEROLD BROKERAGE I, LLC
ALTERNATIVE INVESTMENT STORE | OPAL CAPITAL GROUP | MCCAULEY GROUP | GLOBAL SHARES EXECUTION SERVICES | GGK GROUP | DA GAMA PARTNERS | D.E. MACGOWN & CO | CURATED CAPITAL GROUP | BENJAMIN & JEROLD BROKERAGE, INC. | BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110 / SEC#: , 8-44133

BD
Terminated by SEC on 04/13/2019
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 02/01/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DOLAN, TERENCE JR.CEO, CCO, AML, OWNER2352516

Disclosures


Regulatory Event6
Arbitration3

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


BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110

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