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AG

Adam G. Gilman

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CRD#: 2054512
AG

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.

Adam G Gilman was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 1991. Adam had worked at 11 firms and has passed the Series 63, Series 7, Series 3 and Series 24 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

August 8, 2002 - June 27, 2003

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

November 1, 2001 - March 20, 2002

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

August 30, 2001 - November 21, 2001

SHELMAN SECURITIES CORP.

BD
CRD#: 39795
DALLAS, TX
Past

October 20, 2000 - September 19, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

November 3, 1999 - August 22, 2000

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

March 23, 1999 - October 20, 1999

HAMPTON-PORTER, INVESTMENT BANKERS, A CALIFORNIA LLC

BD
CRD#: 42949
SAN DIEGO, CA
Past

October 2, 1998 - December 23, 1998

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

May 15, 1998 - September 17, 1998

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

November 11, 1996 - May 7, 1998

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

March 8, 1994 - October 25, 1996

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

January 5, 1993 - March 15, 1994

BURNETT, GREY & CO., INC.

BD
CRD#: 23430
ATLANTA, GA
Past

June 2, 1992 - December 31, 1992

FIRST NEW ENGLAND SECURITIES CORPORATION

BD
CRD#: 7107
BOSTON, MA
Past

February 24, 1992 - June 18, 1992

MAYFAIR SECURITIES LIMITED

BD
CRD#: 23770
Past

September 30, 1991 - December 24, 1991

MAYFAIR SECURITIES LIMITED

BD
CRD#: 23770
Past

September 12, 1991 - September 18, 1991

GKN SECURITIES CORP.

BD
CRD#: 19415
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: 9/26/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SG
SALOMON GREY FINANCIAL CORPORATION
RRK SECURITIES | SALOMON GREY FINANCIAL CORPORATION | SALOMON GREY FINANCIAL | RRK SECURITIES, INC.

CRD#: 43413 / SEC#: , 8-50268

BD
Revoked by SEC on 06/01/2006
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/22/1997
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SALOMON GREY FINANCIAL GROUP, INC.75.1% SHAREHOLDER
ROBAR LLC24.9% DIRECT OWNER
CAROTHERS, SCOTT WILLIAMFINANCIAL PRINCIPAL/FINOP
EDWARDS, GRANT ALANEXECUTIVE VICE PRESIDENT, DIRECTOR OF TRADING2745376
ROWE, KYLE BROWNINGCHAIRMAN AND VICE-PRESIDENT, OWNER2310978
SUTTON, KELLYSROP2033974

Disclosures


Regulatory Event5
Civil Event1
Arbitration5
Financial1

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


SALOMON GREY FINANCIAL CORPORATION

CRD#: 43413

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