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JT

James D. Thomas

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CRD#: 2341971
JT

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.

James Day Thomas, who also goes by Day Thomas, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1993. James had worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Day Thomas

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

January 17, 2017 - July 17, 2017

ATEL SECURITIES CORPORATION

BD
CRD#: 17229
San Francisco, CA
Past

March 20, 2015 - December 4, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
NEW YORK CITY, NY
Past

November 6, 2012 - February 13, 2015

ARCHER DISTRIBUTORS, LLC

BD
CRD#: 158961
Laurel, MD
Past

March 19, 2007 - November 5, 2012

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

November 29, 2000 - February 27, 2007

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
HELOTES, TX
Past

June 15, 1993 - December 31, 1997

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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: 12/14/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AS
ATEL SECURITIES CORPORATION
ATEL SECURITIES CORPORATION | CHARLES B. TOEPFER

CRD#: 17229 / SEC#: , 8-35271

BD
Terminated by SEC on 02/22/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 11/26/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ATEL FINANCIAL SERVICES, LLCPARENT COMPANY
CASH, DEAN LEONPRESIDENT & CEO1449943
CHENG, SHERMAN SIU LUNFINOP-INTERIM2978442
WADDELL, ANDREW CLELANDCCO AND FINOP-INTERNAL3234944

Disclosures


Regulatory Event4

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


ATEL SECURITIES CORPORATION

CRD#: 17229

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