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FH

Francis Hartley-edwards

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CRD#: 2325068
FH

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.

Francis Hartley-edwards, who also goes by Francis Hartley Edwards, Frank Edwards, Francis Hartleyedwards, Frank Hartleyedwards, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1993. Francis had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francis Hartley Edwards | Frank Edwards | Francis Hartleyedwards | Frank Hartleyedwards

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

March 2, 2006 - October 5, 2006

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
SAN FRANCISCO, CA
Past

February 3, 2005 - February 10, 2006

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

November 26, 2003 - February 10, 2005

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

November 6, 2003 - December 2, 2003

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

September 28, 2001 - November 13, 2003

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

January 10, 2000 - October 10, 2001

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN
Past

June 28, 1995 - January 20, 2000

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

April 20, 1995 - June 23, 1995

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

January 13, 1995 - March 24, 1995

TEXAS CAPITAL SECURITIES, INC.

BD
CRD#: 25564
HOUSTON, TX
Past

April 14, 1993 - December 21, 1994

LIBERTY CAPITAL MARKETS, INC.

BD
CRD#: 16534

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: 4/26/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SA
STERNE, AGEE & LEACH, INC.
STERNE AGEE & LEACH, INC. CAPITAL MANAGEMENT | STERNE, AGEE AND LEACH, INC. | STERNE, AGEE & LEACH, INC.

CRD#: 791 / SEC#: , 8-11754

BD
Terminated by SEC on 09/05/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1964
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INTL FCSTONE INC.100% OWNER
TROUT, RONALD CAREYCHIEF COMPLIANCE OFFICER2947546

Disclosures


Regulatory Event48
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


STERNE, AGEE & LEACH, INC.

CRD#: 791

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