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Timothy J. Milligan

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CRD#: 1988509
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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.

Timothy Jay Milligan, who also goes by Tim Milligan, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1989. Timothy had worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Milligan

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

December 10, 2015 - April 1, 2016

AMERICAFIRST SECURITIES, INC.

BD
CRD#: 47071
ROSEVILLE, CA
Past

June 12, 2013 - January 14, 2015

CV BROKERAGE, INC

BD
CRD#: 462
WILLIAMSTOWN, NJ
Past

September 29, 2010 - April 23, 2012

ATEL SECURITIES CORPORATION

BD
CRD#: 17229
SAN FRANCISCO, CA
Past

May 2, 2008 - June 2, 2010

KBR CAPITAL MARKETS, LLC

BD
CRD#: 128800
PALO ALTO, CA
Past

June 19, 2007 - March 3, 2008

1ST WORLDWIDE FINANCIAL PARTNERS, LLC

BD
CRD#: 132038
LAVALLETTE, NJ
Past

April 15, 2005 - May 21, 2007

LIGHTSTONE SECURITIES, LLC

BD
CRD#: 132596
NEW YORK, NY
Past

April 28, 2000 - November 24, 2003

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

March 12, 1998 - May 27, 1998

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

May 16, 1991 - November 6, 1995

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289
HOUSTON, TX
Past

January 24, 1990 - March 10, 1990

BOUCHER, OEHMKE & COMPANY

BD
CRD#: 17470
Past

November 13, 1989 - November 24, 1989

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021

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: 10/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
AMERICAFIRST SECURITIES, INC.
AMERICAFIRST SECURITIES, INC. | PLAN PROFESSIONALS, LIMITED

CRD#: 47071 / SEC#: , 8-51653

BD
Terminated by SEC on 07/11/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Kansas since 02/10/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AMERICAFIRST CAPITAL MANAGEMENT, LLCOWNER152248
CLARK, ROBERT LEEPRESIDENT2243288
ROACH, ROBERT GARFIELD JRCFO & CHIEF COMPLIANCE OFFICER2731222

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


AMERICAFIRST SECURITIES, INC.

CRD#: 47071

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