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CT

Carroll D. Thompkins

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CRD#: 2051487
CT

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.

Carroll Davis Thompkins, who also goes by Carrolls Davis Thompkins, was a registered financial professional .

Carroll is a previously registered financial professional and started their career in finance in 1990. Carroll had worked at 14 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carrolls Davis Thompkins

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

April 20, 2004 - September 21, 2004

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

May 16, 2003 - December 31, 2003

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

December 14, 2002 - March 18, 2003

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

January 23, 2002 - November 1, 2002

DIRKS & COMPANY, INC.

BD
CRD#: 42185
NEW YORK, NY
Past

November 21, 2001 - January 23, 2002

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

February 8, 2001 - October 22, 2001

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

May 24, 1999 - February 1, 2001

DIRKS & COMPANY, INC.

BD
CRD#: 42185
NEW YORK, NY
Past

August 14, 1998 - January 12, 1999

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

November 6, 1997 - July 14, 1998

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

July 30, 1996 - September 23, 1997

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

August 11, 1995 - July 11, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

May 11, 1994 - February 8, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

December 7, 1992 - April 26, 1994

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, NY
Past

February 6, 1992 - November 27, 1992

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

July 31, 1990 - February 5, 1992

LEHMAN BROTHERS INC.

BD
CRD#: 7506
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: 9/6/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


GF
GUNNALLEN FINANCIAL, INC
GUNNALLEN FINANCIAL, INC | NAPEX FINANCIAL CORPORATION | NAPEX FINANCIAL CORP. | GUNNALLEN WEALTH MANAGEMENT

CRD#: 17609 / SEC#: , 8-35508

BD
Terminated by SEC on 06/11/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GUNNALLEN HOLDINGS, INC.SHAREHOLDER
DANIELS, KEVIN CHRISTIANEVP OF TRADING, CHIEF COMPLIANCE OFFICER2041956
KRAUS, FREDERICK OSCAR JRPRESIDENT, CFO, FINOP1393886

Disclosures


Regulatory Event17
Arbitration13

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


GUNNALLEN FINANCIAL, INC

CRD#: 17609

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