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TD

Theodore R. Daniels

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CRD#: 2240902
TD

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.

Theodore Roosevelt Daniels was a registered financial professional .

Theodore is a previously registered financial professional and started their career in finance in 1992. Theodore had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 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

July 25, 2012 - January 6, 2016

INTL ADVISORY CONSULTANTS INC.

RIA
CRD#: 130888
ANNADALE, VA
Past

December 13, 2011 - January 6, 2016

STONEX SECURITIES INC.

BD
CRD#: 18456
ANNANDALE, VA
Past

December 9, 2011 - December 14, 2011

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

August 17, 2010 - December 9, 2011

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
ANNANDALE, VA
Past

July 20, 2001 - December 12, 2008

EMPIRE FINANCIAL GROUP, INC.

BD
CRD#: 28759
LONGWOOD, FL
Past

June 10, 1997 - July 20, 2001

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
ATLANTA, GA
Past

May 12, 1997 - June 3, 1997

CENTENNIAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 38988
Past

August 11, 1992 - May 14, 1997

WORLD INVEST CORPORATION

BD
CRD#: 17223
DEERFIELD BEACH, FL

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: 11/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IA
INTL ADVISORY CONSULTANTS INC.
INTL ADVISORY CONSULTANTS INC. | STERNE AGEE INVESTMENT ADVISORS, INC. | STERNE AGEE ASSET MANAGEMENT, INC.

CRD#: 130888 / SEC#: 801-63297

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Contact information


Main Address
2 Perimeter Park South Suite 100 East, Birmingham, AL 35243
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


INTL ADVISORY CONSULTANTS INC.

CRD#: 130888

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