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CG

Carl R. Gibbs

STURDIVANT & CO.
VOORHEES, NJ 08043
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CRD#: 2487105
CG

Professional summary


Carl Richard Gibbs JR, who also goes by Carl Richard Jr Gibbs, is a registered financial professional currently at STURDIVANT & CO. INC located in Voorhees, New Jersey.

Carl is registered as a RR (Registered Representative) and started their career in finance in 1994. Carl has worked at 8 firms and has passed the Series 63, SIE, Series 87, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carl Richard Jr Gibbs

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) - BD


Click below to view Carl Richard Gibbs JR's CRS (Customer Relationship Summary).

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


Current

March 25, 2002 - Present

STURDIVANT & CO. INC

Office #1: 603 Sheppard Road, Voorhees, NJ 08043Office #2: 400 East Pratt Street, Inner Harbor Center 8th Floor, Baltimore, MD 21202Office #3: 111 West Jackson Suite 1700, Chicago, IL 60604
BD
CRD#: 24583
VOORHEES, NJ
Past

January 6, 2004 - January 12, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

August 30, 2002 - May 12, 2003

BACK BAY CAPITAL, INC.

BD
CRD#: 22824
SAN DIEGO, CA
Past

October 29, 2001 - October 18, 2002

CAPITAL SUISSE SECURITIES, INC.

BD
CRD#: 37531
SAN FRANCISCO, CA
Past

December 1, 2000 - October 25, 2001

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

November 20, 2000 - December 12, 2000

STERLING FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 41506
BOCA RATON, FL
Past

September 22, 1999 - November 20, 2000

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL
Past

May 31, 1994 - September 27, 1999

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(6/12/2007)
RR
Indiana
(10/29/2019)
RR
Maryland
(1/7/2011)
RR
New Jersey
(5/9/2002)
RR
Pennsylvania
(3/25/2002)

Exams


State Security Law Exam
RR
Series 63
Date: 6/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


S&
STURDIVANT & CO. INC
LEGACY INVESTMENT ADVISORS | STURDIVANT & CO. INC. | STURDIVANT & CO. INC | STURDIVANT & CO INC | LEGACY INVESTMENT ADVISORS, LLC

CRD#: 24583 / SEC#: , 8-41204

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
603 Sheppard Road, Voorhees, NJ 08043
Mailing Address
603 Sheppard Road, Voorhees, NJ 08043
Phone number
(856) 751-1331
Established
New Jersey since 08/25/1988
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
S & D FINANCIAL HOLDINGS LLCSHAREHOLDER
STURDIVANT INVESTORS GROUP, LLCSHAREHOLDER
DEKRAFFT, HARVEY RICHARDMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, FINOP1579931
GIBBS, CARL RICHARD JRPRESIDENT & CEO2487105

Disclosures


Regulatory Event2

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


STURDIVANT & CO. INC

CRD#: 24583Voorhees, NJ 08043

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