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JB

Joe L. Buckner

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CRD#: 2187957
JB

Professional summary


Joe L Buckner was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joe is a previously registered financial advisor and started their career in finance in 1992. Prior to being barred, Joe had worked at 5 firms, which includes BRAZOS SECURITIES INC., MIAI INC., MAPLEWOOD INVESTMENTS INC., PACIFIC CORTEZ SECURITIES INCORPORATED, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED.

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

September 4, 2008 - November 9, 2015

BRAZOS SECURITIES, INC.

RIA
CRD#: 21624
DALLAS, TX
Past

January 9, 2003 - September 30, 2003

MIAI, INC.

RIA
CRD#: 111695
CORSICANA, TX
Past

May 8, 2001 - December 31, 2002

MIAI, INC.

RIA
CRD#: 111695
DALLAS, TX
Past

May 8, 2001 - July 25, 2003

MAPLEWOOD INVESTMENTS, INC.

BD
CRD#: 103723
DALLAS, TX
Past

October 22, 1996 - May 7, 2015

BRAZOS SECURITIES, INC.

BD
CRD#: 21624
DALLAS, TX
Past

April 22, 1994 - October 14, 1994

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

January 1, 1992 - March 9, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, 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
IAR
Series 66
Date: 3/18/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BRAZOS SECURITIES, INC.
BRAZOS SECURITIES, INC. | SOUTHERN VENTURES EQUITIES, INC.

CRD#: 21624 / SEC#: , 8-39119

BD
Terminated by SEC on 12/10/2019
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Contact information


Main Address
14800 Quorum Drive Suite 410, Dallas, TX 75254
Mailing Address
Phone number
Established
Texas since 10/22/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
SIMS, BILLY FLOYD JRPRESIDENT, SECRETARY ,SOLE SHAREHOLDER, FINOP, CCO AND GENERAL SECURITIES PRINCIPAL1548924

Disclosures


Regulatory Event1

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


BRAZOS SECURITIES, INC.

CRD#: 21624

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