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CS

Craig E. Sultan

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CRD#: 2204040
CS

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.

Craig Eliot Sultan was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1992. Craig had worked at 10 firms and has passed the Series 63 and Series 7 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

November 22, 2010 - August 15, 2014

ORACLE CAPITAL SECURITIES, LLC

BD
CRD#: 145868
SAN DIEGO, CA
Past

April 26, 2010 - November 19, 2010

1ST BRIDGEHOUSE SECURITIES, LLC

BD
CRD#: 44655
MIAMI, FL
Past

August 26, 2008 - March 16, 2010

JACKSON KOHLE & CO.

BD
CRD#: 17788
SAN FRANCISCO, CA
Past

January 31, 2007 - August 18, 2008

THOMASLLOYD CAPITAL LLC

BD
CRD#: 38784
SAN FRANCISCO, CA
Past

April 9, 2003 - January 26, 2007

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
SAN FRANCISCO, CA
Past

October 12, 2001 - April 4, 2002

WESTMOORE SECURITIES, INC.

BD
CRD#: 44948
ANAHIEM, CA
Past

March 12, 1999 - September 22, 1999

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

December 23, 1996 - October 29, 1998

CANACCORD GENUITY SECURITIES LLC

BD
CRD#: 24790
NEW YORK, NY
Past

May 24, 1994 - November 6, 1996

PACIFIC GROWTH EQUITIES, LLC

BD
CRD#: 24835
SAN FRANCISCO, CA
Past

February 26, 1992 - February 22, 1994

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, 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
RR
Series 63
Date: 6/19/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


OC
ORACLE CAPITAL SECURITIES, LLC
ORACLE CAPITAL SECURITIES, LLC

CRD#: 145868 / SEC#: , 8-67762

BD
Terminated by SEC on 02/11/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Arizona since 12/27/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ORACLE CAPITAL LLCOWNER
KOWALSKI, DEIRDRE PATTENFINOP AND PFO1357509
MAXFIELD, ROBERT GARY JRPRESIDENT, CCO2639708
MAXFIELD, ROBERT GARY JRGENERAL PRINCIPAL AND POO2639708

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


ORACLE CAPITAL SECURITIES, LLC

CRD#: 145868

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