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JG

John B. Gaither

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CRD#: 2088406
JG

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.

John Braxton Gaither, who also goes by Gaither Braxton Gaither, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1990. John had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gaither Braxton Gaither

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

March 29, 2017 - November 18, 2019

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Chattanooga, TN
Past

February 2, 2016 - March 15, 2017

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Chattanooga, TN
Past

February 20, 2003 - December 24, 2019

GIBSON GAITHER WEALTH MANAGEMENT ADVISORS

RIA
CRD#: 121375
CHATTANOOGA, TN
Past

November 12, 2001 - December 31, 2015

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
CHATTANOOGA, TN
Past

September 22, 2000 - October 18, 2001

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

July 10, 1997 - September 14, 2000

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 20, 1993 - July 28, 1997

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

July 26, 1991 - February 2, 1993

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

September 18, 1990 - July 26, 1991

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA

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
IAR
Series 65
Date: 12/3/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/19/2002
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AP
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | TRIAD FINANCIAL INC. | TRIAD FINANCIAL GROUP | TRIAD FINANCIAL

CRD#: 18487 / SEC#: , 8-37085

BD
Terminated by SEC on 12/14/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 04/27/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
AMERICAN PORTFOLIOS HOLDINGS, INC.100% SHAREHOLDER
CORNICK, GREGORY ALLENDIRECTOR3132991
DOLBER, LON TERRYDIRECTOR862635
DOLBER, LON TERRYCEO & PRESIDENT862635
HAMMOND, DORI JAMILLECHIEF COMPLIANCE OFFICER3259012
PRICE, JAMES DALECHAIRMAN1243224
SCHLUETER, MATTHEW ADAMDIRECTOR2627931
SCHLUETER, MATTHEW ADAMEVP2627931
SCHMIDT, DAVID MARTINFINANCIAL & OPERATIONS PRINCIPAL5675524

Disclosures


Regulatory Event7
Arbitration1

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


AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

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