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JB

Jack C. Bixler

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CRD#: 22331
JB

Professional summary


Jack Charles Bixler was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jack is a previously registered financial professional and started their career in finance in 1968. Prior to being barred, Jack had worked at 24 firms, which includes COLONY PARK FINANCIAL SERVICES LLC., SANDLAPPER WEALTH MANAGEMENT LLC, SANDLAPPER SECURITIES LLC, NORTH GLOBAL SECURITIES INC., JAMES HAROLD GOODE JR., WNC CAPITAL CORPORATION, PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, BLACKROCK INVESTMENTS LLC, PINEBRIDGE SECURITIES LLC, ALLIANCEBERNSTEIN INVESTMENTS INC., AMERICAN FINANCE GROUP SECURITIES CORP., COLONIAL EQUITIES CORP., MDCC SECURITIES CORPORATION, BRAUVIN SECURITIES INC., SECURITY PROPERTIES CAPITAL CORPORATION, AMERICAN CONSOLIDATED SECURITIES CORP., MINOCO CAPITAL CORPORATION, SOUTHMARK CAPITAL RESOURCE, SOUTHMARK FINANCIAL SERVICES INC., MCNEIL SECURITIES CORPORATION, INCOME-EQUITIES MARKETING CORPORATION, AMERICAN EXPRESS INVESTMENT MANAGEMENT COMPANY, PRESCOTT BALL & TURBEN, PAINE WEBBER JACKSON & CURTIS 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

January 21, 2015 - December 31, 2020

COLONY PARK FINANCIAL SERVICES LLC.

RIA
CRD#: 41534
GREENVILLE, SC
Past

July 27, 2012 - December 1, 2014

SANDLAPPER WEALTH MANAGEMENT, LLC

RIA
CRD#: 164443
GREENVILLE, SC
Past

June 15, 2006 - June 30, 2020

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
GREENVILLE, SC
Past

March 1, 2005 - May 12, 2005

NORTH GLOBAL SECURITIES, INC.

BD
CRD#: 132918
NEWPORT BEACH, CA
Past

September 17, 2003 - July 9, 2004

JAMES HAROLD GOODE, JR.

BD
CRD#: 16334
SAN CLEMENTE, CA
Past

January 16, 2003 - September 9, 2003

WNC CAPITAL CORPORATION

BD
CRD#: 36174
IRVINE, CA
Past

October 14, 1999 - August 9, 2002

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

January 1, 1997 - July 29, 1999

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

September 5, 1996 - December 12, 1996

PINEBRIDGE SECURITIES LLC

BD
CRD#: 5967
NEW YORK, NY
Past

September 25, 1995 - September 13, 1996

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

March 19, 1992 - September 22, 1994

AMERICAN FINANCE GROUP SECURITIES CORP.

BD
CRD#: 16233
BOSTON, MA
Past

July 16, 1990 - January 7, 1991

COLONIAL EQUITIES CORP.

BD
CRD#: 2295
Past

May 16, 1988 - December 19, 1988

MDCC SECURITIES CORPORATION

BD
CRD#: 21631
Past

June 3, 1986 - August 31, 1987

BRAUVIN SECURITIES, INC.

BD
CRD#: 14703
Past

February 11, 1985 - June 5, 1986

SECURITY PROPERTIES CAPITAL CORPORATION

BD
CRD#: 15508
Past

July 1, 1983 - December 6, 1983

AMERICAN CONSOLIDATED SECURITIES CORP.

BD
CRD#: 338
Past

April 15, 1983 - July 5, 1983

MINOCO CAPITAL CORPORATION

BD
CRD#: 8411
Past

February 18, 1981 - March 28, 1983

SOUTHMARK CAPITAL RESOURCE

BD
CRD#: 8561
Past

December 16, 1980 - March 28, 1983

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

February 12, 1975 - January 1, 1981

MCNEIL SECURITIES CORPORATION

BD
CRD#: 5907
Past

June 26, 1974 - March 3, 1975

INCOME-EQUITIES MARKETING CORPORATION

BD
CRD#: 6632
Past

March 29, 1972 - June 1, 1974

AMERICAN EXPRESS INVESTMENT MANAGEMENT COMPANY

BD
CRD#: 34
Past

December 28, 1970 - April 23, 1972

PRESCOTT, BALL & TURBEN

BD
CRD#: 7101
Past

March 6, 1968 - January 19, 1971

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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: 12/3/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/1/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 3/26/1975
General Securities Principal Examination

Current Firm


CP
COLONY PARK FINANCIAL SERVICES LLC.
BOON CAPITAL ADVISORS | WMS FINANCIAL PLANNERS INC | THE SHERER GROUP | TELLURIDE WEALTH MANAGEMENT | SPECIALIZED WEALTH MANAGEMENT | SANDLAPPER WEALTH MANAGEMENT, LLC | PLUSPOINT ADVISORS | LKB FINANCIAL, L.L.C. | KKIM FINANCIAL | KALA ADVISORS, LLC | IREXA FINANCIAL SERVICES/ WEALTH STRATEGIES | INVESTORS COACH | INNOVATIVE INVESTMENT MANAGEMENT | HYPERION WEALTH MANAGEMENT, LLC | HYDE PARK WEALTH MANAGEMENT | GREENE DIRECTIONS LLC | GCA SECURITIES, L.L.C. | COLONY PARK FINANCIAL SERVICES LLC. | COLONY PARK FINANCIAL SERVICES LLC | CAROLINA FINANCIAL | BUFFALO TRACE FINANCIAL GROUP | BRIDGE VALLEY FINANCIAL

CRD#: 41534 / SEC#: 801-79219, 8-49478

BD
Terminated by SEC on 01/09/2015
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Contact information


Main Address
406 N. Pleasantburg Dr, Greenville, SC 29607
Mailing Address
Phone number
Established
Georgia since 06/27/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
SANDLAPPER WEALTH MANAGEMENT, LLCOWNER164443
JORDAN, BJORNCCO, COO4366435
REINSTEIN, MARK EDWINPRESIDENT, CFO, FINOP1486887

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


COLONY PARK FINANCIAL SERVICES LLC.

CRD#: 41534

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