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JB

James P. Bauer

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CRD#: 1902320
JB

Professional summary


James Patrick Bauer was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, James had worked at 5 firms, which includes FFP SECURITIES INC., CADARET GRANT & CO. INC., IDS LIFE INSURANCE COMPANY, AMERIPRISE FINANCIAL SERVICES LLC, WADDELL & REED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jame Bauer

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

July 15, 1999 - December 21, 1999

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

October 4, 1993 - December 18, 1998

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

October 24, 1990 - October 5, 1993

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 24, 1990 - October 5, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

August 25, 1989 - October 31, 1990

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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: 7/28/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FS
FFP SECURITIES, INC.
FFP SECURITIES, INC.

CRD#: 16337 / SEC#: , 8-33728

BD
Terminated by SEC on 08/08/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 02/21/1985
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ADVANCED EQUITIES FINANCIAL CORP.100% OWNERSHIP
DOZA, JANICE MCFO4663841
FINDALL, LINDA SUESROP1187842
FRIEDMAN, TIMOTHY NATHANCROP1967603
HAEDIKE, CHRISTINE DCCO, DIRECTOR, FFP SECURITIES, INC.2489703
HATTON, ROBERT ALLANCHIEF OPERATING OFFICER1985166
JUNKINS, CRAIG ALLENCEO/PRESIDENT/CHAIRMAN OF THE BOARD830565
RODERMUND, ROBIN HENRYDIRECTOR, FFP SECURITIES, INC.2097379
YANNAKAKIS, ANNE KANELACHIEF LEGAL OFFICER4197441

Disclosures


Regulatory Event38
Arbitration10
Bond1

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


FFP SECURITIES, INC.

CRD#: 16337

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