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WB

Wilber A. Bliss

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CRD#: 23648
WB

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.

Wilber Agnew Bliss III, who also goes by Sandy Bliss, Wilber Agnew Bliss, was a registered financial professional .

Wilber is a previously registered financial professional and started their career in finance in 1970. Wilber had worked at 12 firms and has passed the PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sandy Bliss | Wilber Agnew Bliss

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 8, 1996 - August 17, 2000

PARAGON FINANCIAL GROUP, INCORPORATED

BD
CRD#: 37180
MARIETTA, GA
Past

August 30, 1993 - August 19, 1994

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 21, 1992 - February 8, 1993

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

October 31, 1990 - May 24, 1991

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
FAIRFIELD, NJ
Past

February 4, 1989 - November 15, 1990

DAVIS, MENDEL & REGENSTEIN, INC.

BD
CRD#: 8521
ATLANTA, GA
Past

April 21, 1986 - February 23, 1988

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

January 1, 1986 - February 3, 1986

MCKINLEY ALLSOPP, INC.

BD
CRD#: 13098
Past

July 29, 1985 - November 27, 1985

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
Past

November 15, 1984 - March 22, 1985

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

December 27, 1983 - November 27, 1984

R. L. RENCK & CO., INC.

BD
CRD#: 13462
Past

July 28, 1975 - December 1, 1983

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
Past

January 22, 1970 - September 11, 1975

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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


General Industry/Product Exam
RR
PC
Date: 9/2/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/20/1970
Registered Representative Examination

Current Firm


PF
PARAGON FINANCIAL GROUP, INCORPORATED
PARAGON FINANCIAL GROUP, INCORPORATED

CRD#: 37180 / SEC#: , 8-47644

BD
Terminated by SEC on 04/27/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 08/26/1994
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LEE, RAYMOND WILLIAMPRESIDENT1579378
LEE, RAYMOND WILLIAM JRSHAREHOLDER2542023

Disclosures


Arbitration1

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


PARAGON FINANCIAL GROUP, INCORPORATED

CRD#: 37180

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