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SF

Sheila F. Fox

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CRD#: 2032301
SF

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.

Sheila Forrest Fox was a registered financial professional .

Sheila is a previously registered financial professional and started their career in finance in 1990. Sheila had worked at 9 firms and has passed the Series 63 and Series 7 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

May 7, 1996 - August 12, 1996

THE CAMELOT GROUP, INC.

BD
CRD#: 31091
FT LAUDERDALE, FL
Past

February 27, 1996 - April 23, 1996

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

May 2, 1995 - October 20, 1995

DEL MAR FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 34638
IRVINE, CA
Past

April 13, 1995 - May 9, 1995

K MICHAEL & COMPANY

BD
CRD#: 17881
IRVINE, CA
Past

August 16, 1993 - August 20, 1993

MONACO SECURITIES, INC.

BD
CRD#: 15719
DENVER, CO
Past

March 25, 1993 - April 7, 1995

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

February 27, 1991 - November 4, 1992

FIRST AMERICAN BILTMORE SECURITIES, INC.

BD
CRD#: 17585
Past

January 18, 1991 - January 29, 1991

HOLFORD SECURITIES (U.S.), INC.

BD
CRD#: 25120
Past

April 26, 1990 - October 29, 1990

WHITEHALL INVESTMENT SECURITIES, LTD.

BD
CRD#: 21312
Past

February 16, 1990 - March 6, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO

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: 7/9/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TC
THE CAMELOT GROUP, INC.
FIRST AMERICAN EQUITIES, INC. | THE CAMELOT GROUP, INC.

CRD#: 31091 / SEC#: , 8-45288

BD
Terminated by SEC on 01/24/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 05/25/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CAMELOT PARTNER, LLCSHAREHOLDER
BEURET, ROBERT ROGEROPTIONS PRINCIPAL; SROP & CROP20718
COHEN, BARRY FRANCISCOMPLIANCE OFFICER1483883

Disclosures


Regulatory Event10
Arbitration4

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


THE CAMELOT GROUP, INC.

CRD#: 31091

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