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Ai-lin K. Dorsey

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CRD#: 2198636
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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.

Ai-lin Khoo Dorsey, who also goes by Ai Lin Dorsey, Ailin Khoo Dorsey, Ai Lin Khoo, Ailin Khoo, was a registered financial professional .

Ai-lin is a previously registered financial professional and started their career in finance in 1992. Ai-lin had worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ai Lin Dorsey | Ailin Khoo Dorsey | Ai Lin Khoo | Ailin Khoo

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 6, 2002 - May 4, 2009

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

September 28, 1998 - September 12, 2001

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

December 21, 1995 - October 5, 1998

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

January 6, 1992 - December 15, 1995

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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: 6/16/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TW
THOMAS WEISEL PARTNERS LLC
THOMAS WEISEL PARTNERS LLC

CRD#: 46237 / SEC#: 801-56577, 8-51354

BD
Terminated by SEC on 05/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
THOMAS WEISEL PARTNERS GROUP, INCHOLDING COMPANY
DORN, DIANA GAYLEROSFP, BRANCH MANAGER1088981
HSU, DAVID CHENG-WEICHIEF COMPLIANCE OFFICER4140214
SLIVON, PAUL CHRISTIANCEO1148548
STANLEY, SHAUGN STEPHENCFO1693277

Disclosures


Regulatory Event27
Civil 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


THOMAS WEISEL PARTNERS LLC

CRD#: 46237

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