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Douglas A. Cruikshank

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CRD#: 2072906
DC

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.

Douglas Andrew Cruikshank was a registered financial professional .

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

May 26, 2014 - December 8, 2014

CAROLINA FINANCIAL SECURITIES, LLC

BD
CRD#: 41970
BREVARD, NC
Past

September 22, 2008 - June 15, 2012

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

June 1, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 3, 2000 - September 20, 2002

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

February 17, 2000 - May 24, 2006

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

March 11, 1997 - February 9, 2000

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

August 7, 1993 - August 31, 1995

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

September 13, 1991 - August 26, 1992

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

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: 6/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CF
CAROLINA FINANCIAL SECURITIES, LLC
CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970 / SEC#: , 8-49653

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


Main Address
100 Elks Club Rd., Brevard, NC 28712
Mailing Address
Po Box 1076, Brevard, NC 28712
Phone number
(828) 393-0088
Established
North Carolina since 08/09/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (20 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#
CAROLINA FINANCIAL GROUP, LLCOWNER
MILHAUPT, PETER STUARTOWNER728310
BROYHILL INVESTMENTS, INC.OWNER
LYNCH, WILLIAM ALVINOWNER5853429
GILMORE, NICHOLAS CRAIGCOO-CFO AND FINOP5181593
ROBERTS, BRUCE VICTORPRESIDENT, CEO, CHIEF COMPLIANCE OFFICER1489110

Disclosures


Regulatory Event5

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


CAROLINA FINANCIAL SECURITIES, LLC

CRD#: 41970

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