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Thomas P. Fuller

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CRD#: 215681
TF

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 Page Fuller, who also goes by Tom Fuller, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1971. Thomas had worked at 15 firms and has passed the Series 63 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Fuller

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 12, 1998 - November 22, 2000

J.D. NICHOLAS & ASSOCIATES, INC.

BD
CRD#: 44791
SYOSSET, NY
Past

August 4, 1997 - July 23, 1998

FIVE X SECURITIES, LLC

BD
CRD#: 8193
OAKTON, VA
Past

October 19, 1994 - December 20, 1996

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
MORRISTOWN, NJ
Past

January 30, 1992 - September 9, 1994

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

May 31, 1989 - January 14, 1992

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

March 25, 1987 - May 31, 1989

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

April 23, 1985 - March 23, 1987

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
Past

October 26, 1983 - April 3, 1985

RICHARDSON GREENSHIELDS SECURITIES INC.

BD
CRD#: 3178
Past

February 11, 1981 - November 22, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 31, 1980 - March 10, 1981

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

November 15, 1979 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

May 12, 1975 - November 12, 1979

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

October 21, 1974 - April 6, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

August 13, 1973 - August 5, 1974

CARREAU, SMITH, INC.

BD
CRD#: 143
Past

April 13, 1971 - November 4, 1973

BALANCED SECURITY PLANNING, INC.

BD
CRD#: 4038

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: 5/29/1986
Uniform Securities Agent State Law Examination

Current Firm


JN
J.D. NICHOLAS & ASSOCIATES, INC.
A&F FINANCIAL SECURITIES, INC. | J.D. NICHOLAS & ASSOCIATES, INC.

CRD#: 44791 / SEC#: , 8-50822

BD
Terminated by SEC on 09/12/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 12/08/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
A&F HOLDINGS OF NEW YORK, LLCSHAREHOLDER
HALPERN, BARBARA DIANEPRESIDENT / FINOP711919
MINERVA, ANTHONYCCO2557946

Disclosures


Regulatory Event6
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


J.D. NICHOLAS & ASSOCIATES, INC.

CRD#: 44791

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