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Carle G. Blackwell

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CRD#: 22703
CB

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.

Carle Gratz Blackwell was a registered financial professional .

Carle is a previously registered financial professional and started their career in finance in 1966. Carle had worked at 9 firms and has passed the Series 63, PC and Series 40 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

August 29, 1994 - December 31, 2012

BLACKWELL CORP. USA

RIA
CRD#: 122426
INDIANAPOLIS, IN
Past

January 4, 1988 - July 12, 1994

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

February 22, 1980 - January 22, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

August 14, 1978 - March 14, 1980

PRESCOTT, BALL & TURBEN, INC.

BD
CRD#: 7656
Past

February 4, 1977 - August 14, 1978

PRESCOTT, BALL & TURBEN

BD
CRD#: 7342
Past

April 5, 1976 - February 4, 1977

PRESCOTT, BALL & TURBEN

BD
CRD#: 7101
Past

August 24, 1973 - April 5, 1976

PRESCOTT, BALL & TURBEN

BD
CRD#: 6532
Past

January 6, 1972 - August 24, 1973

BALL, BURGE & KRAUS

BD
CRD#: 71
Past

July 5, 1966 - March 3, 1972

SHEARSON, HAMMILL & CO., INCORPORATED

BD
CRD#: 766

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: 7/6/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 9/2/1977
AMEX Put and Call Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/6/1975
Registered Principal Examination

Current Firm


BU
BLACKWELL CORP. USA
BLACKWELL CORP. USA | THE BLACKWELL CORPORATION USA

CRD#: 122426 / SEC#:

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Contact information


Main Address
Fishers, IN
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


BLACKWELL CORP. USA

CRD#: 122426

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