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EG

Edward L. Gheesling

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CRD#: 2242219
EG

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.

Edward Lancelot Gheesling II, who also goes by Lance Gheesling II, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1992. Edward had worked at 8 firms and has passed the Series 63, Series 65, Series 22, Series 62, Series 3, Series 6, Series 39 and Series 30 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lance Gheesling Ii

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 15, 2009 - November 24, 2009

TITUS FINANCIAL, INCORPORATED

BD
CRD#: 27271
MCKINNEY, TX
Past

August 7, 2008 - April 15, 2009

MPG FINANCIAL, LLC

BD
CRD#: 146670
RICHARDSON, TX
Past

July 11, 2008 - July 21, 2008

TITUS FINANCIAL, INCORPORATED

BD
CRD#: 27271
MCKINNEY, TX
Past

July 18, 2005 - January 17, 2007

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

March 1, 2001 - November 14, 2001

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

November 8, 2000 - March 9, 2001

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

June 1, 1999 - October 19, 1999

SHELMAN SECURITIES CORP.

BD
CRD#: 39795
DALLAS, TX
Past

July 2, 1998 - October 13, 1998

SHELMAN SECURITIES CORP.

BD
CRD#: 39795
DALLAS, TX
Past

December 10, 1993 - November 25, 1997

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

September 8, 1992 - December 6, 1993

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX

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: 7/22/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/15/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/15/1995
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 8/5/1994
NFA Branch Manager Examination

Current Firm


TF
TITUS FINANCIAL, INCORPORATED
ATHENA INVESTMENT GROUP, INC. | TITUS FINANCIAL, INCORPORATED

CRD#: 27271 / SEC#: , 8-42974

BD
Terminated by SEC on 10/30/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 07/31/1990
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
STAPLETON, WILLIAM GARYPRESIDENT & CEO2174159
ALDERETE, JUDITH LAVERRECHIEF COMPLIANCE OFFICER1731336

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


TITUS FINANCIAL, INCORPORATED

CRD#: 27271

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