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PA

Patrick A. Anthony

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CRD#: 2080102
PA

Professional summary


Patrick Alexander Anthony was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Patrick is a previously registered financial professional and started their career in finance in 1990. Prior to being barred, Patrick had worked at 8 firms, which includes AARON CAPITAL INCORPORATED, CAMDEN FINANCIAL SERVICES, CAMDEN SECURITIES INC., SPECTRUM SECURITIES INC., PACIFIC CONTINENTAL SECURITIES CORPORATION, E-INVEST INC., AVANTAX INVESTMENT SERVICES INC., MORGAN STANLEY DW INC..

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

October 1, 2003 - October 2, 2003

AARON CAPITAL INCORPORATED

BD
CRD#: 28583
COLUMBUS, GA
Past

December 3, 1998 - April 30, 1999

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

March 25, 1997 - September 24, 2003

CAMDEN SECURITIES, INC.

BD
CRD#: 18305
LOS ANGELES, CA
Past

March 21, 1997 - November 10, 1998

SPECTRUM SECURITIES, INC.

BD
CRD#: 29305
AROURA HILLS, CA
Past

April 1, 1996 - March 6, 1997

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

January 22, 1996 - March 20, 1996

E-INVEST, INC.

BD
CRD#: 18298
SAN FRANCISCO, CA
Past

June 16, 1994 - October 11, 1994

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

September 12, 1990 - February 1, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, 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: 10/31/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/14/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/3/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


AC
AARON CAPITAL INCORPORATED
AARON CAPITAL INCORPORATED | AARON CAPITAL, INCORPORATED

CRD#: 28583 / SEC#: , 8-44000

BD
Terminated by SEC on 09/30/2022
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Contact information


Main Address
2244 Faraday, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Texas since 10/12/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WOLFE, DAVID SANFORDCHAIRMAN/CEO/CCO1019315
CARTER, ANA RCFO/FINOP4424794

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


AARON CAPITAL INCORPORATED

CRD#: 28583

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