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AL

Andrew J. Longoria

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CRD#: 2299271
AL

Professional summary


Andrew Joseph Longoria was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Andrew is a previously registered financial professional and started their career in finance in 1993. Prior to being barred, Andrew had worked at 8 firms, which includes IMS SECURITIES INC., CAPITAL FINANCIAL SERVICES INC., GUNNALLEN FINANCIAL INC, FIRST SECURITY INVESTMENTS INC., CONCOURSE FINANCIAL GROUP SECURITIES INC., SIGNAL SECURITIES INC., A. G. EDWARDS & SONS INC., DICKINSON & CO..

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 6, 2007 - September 8, 2009

IMS SECURITIES, INC.

BD
CRD#: 35567
HARKER HEIGHTS, TX
Past

June 20, 2006 - February 5, 2007

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
HARKER HEIGHTS, TX
Past

December 17, 2002 - June 23, 2006

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
HARKER HEIGHTS, TX
Past

April 6, 2001 - December 31, 2002

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

February 17, 2000 - April 23, 2001

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

August 20, 1998 - February 22, 2000

SIGNAL SECURITIES, INC.

BD
CRD#: 15916
FORT WORTH, TX
Past

July 22, 1994 - June 30, 1997

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 18, 1993 - July 26, 1994

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA

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: 3/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


IS
IMS SECURITIES, INC.
IMS INSURANCE AGENCY OF TEXAS, INC. | IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC | IMS SECURITIES, INC. | IMS INSURANCE AGENCY, INC.

CRD#: 35567 / SEC#: , 8-46722

BD
Terminated by SEC on 01/29/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/04/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WADSWORTH, JACKIE DIVONOCHIEF EXECUTIVE OFFICER, COMPLIANCE OFFICER2342163
GAMMON, CHRISTOPHER DAVIDCHIEF FINANCIAL OFFICER, VP-OPTIONS2354523
SPEARS, MICHAEL JCHIEF COMPLIANCE OFFICER4501523

Disclosures


Regulatory Event7
Arbitration6

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


IMS SECURITIES, INC.

CRD#: 35567

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