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Thomas B. Collins

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CRD#: 2136140
TC

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.

Thomas Burton Collins was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1991. Thomas had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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

January 28, 2011 - May 15, 2012

W R RICE FINANCIAL SERVICES, INC.

BD
CRD#: 36700
BAY CITY, MI
Past

July 15, 2009 - December 31, 2009

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
BAY CITY, MI
Past

July 30, 2001 - November 4, 2008

QA3 FINANCIAL CORP.

BD
CRD#: 14754
MIDLAND, MI
Past

July 30, 1998 - July 27, 2001

MONEY CONCEPTS CAPITAL CORP

BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past

February 18, 1997 - May 30, 1997

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI
Past

March 18, 1996 - February 28, 1997

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past

November 27, 1995 - April 3, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

June 26, 1995 - December 5, 1995

MEADOWBROOK SECURITIES INC.

BD
CRD#: 37305
TROY, MI
Past

April 10, 1991 - October 8, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

April 10, 1991 - October 8, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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: 3/23/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WR
W R RICE FINANCIAL SERVICES, INC.
ATLANTIC INVESTMENTS AND FINANCIAL PLANNING | WR RICE FINANCIAL SERVICES, INC. | WILSON AND KAZEE DIVERSIFIED FINANCIAL GROUP, INC. | WILSON AND KAZEE DIVERSIFIED FINANCIAL GROUP | W. R. RICE FINANCIAL SERVICES | W R RICE FINANCIAL SERVICES, INC.

CRD#: 36700 / SEC#: , 8-47396

BD
Terminated by SEC on 01/20/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Maine since 07/25/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WILSON, JOEL IRWINGOWNER5334955
FURKIOTI, JOHN NICHOLASCCO, PRESIDENT, EXECUTIVE PRINCIPAL, CEO5005622

Disclosures


Regulatory Event3

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


W R RICE FINANCIAL SERVICES, INC.

CRD#: 36700

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