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CB

C S. Baxter

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CRD#: 1984557
CB

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.

C Scott Baxter, who also goes by Scott Baxter, Clinton Scott Baxter, was a registered financial professional .

C is a previously registered financial professional and started their career in finance in 1989. C had worked at 10 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Baxter | Clinton Scott Baxter

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 11, 2022 - November 21, 2023

TOBIN & COMPANY SECURITIES LLC

BD
CRD#: 137918
CHARLOTTE, NC
Past

September 17, 2020 - April 29, 2021

BRG CAPSTONE CAPITAL ADVISORS

BD
CRD#: 282519
NASHVILLE, TN
Past

November 15, 2019 - July 7, 2020

M&A SECURITIES GROUP, INC.

BD
CRD#: 39999
KANSAS CITY, MO
Past

August 19, 2016 - August 31, 2018

DC ADVISORY

BD
CRD#: 129919
NEW YORK, NY
Past

July 9, 2013 - May 23, 2016

PETRIE PARTNERS SECURITIES, LLC

BD
CRD#: 131783
HOUSTON, TX
Past

June 20, 2012 - November 20, 2012

GOTTBETTER CAPITAL MARKETS, LLC

BD
CRD#: 20680
NEW YORK, NY
Past

November 20, 2007 - July 2, 2010

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
NEW YORK, NY
Past

August 16, 1999 - November 28, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

November 28, 1997 - July 20, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 19, 1989 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
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: 11/20/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/26/2013
General Securities Principal Examination

Current Firm


T&
TOBIN & COMPANY SECURITIES LLC
TOBIN & COMPANY SECURITIES LLC | TOBIN SOLITARIO SECURITIES LLC | TOBIN ADVISORS LLC | TOBIN ADVISORS II LLC

CRD#: 137918 / SEC#: , 8-67134

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
101 South Tryon Street Suite 2700, Charlotte, NC 28280
Mailing Address
P.o. Box 30486, Charlotte, NC 28230
Phone number
(704) 334-2772
Established
North Carolina since 05/12/2005
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TOBIN & COMPANY INVESTMENT BANKING GROUP LLCPARENT COMPANY
TOBIN, JUSTINE EIDTCHIEF COMPLIANCE OFFICER1641345

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


TOBIN & COMPANY SECURITIES LLC

CRD#: 137918

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