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Francis X. Baxter

AMERICAN VETERANS GROUP, PBC
Melville, NY 11747
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CRD#: 2497717
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Professional summary


Francis Xavier Baxter, who also goes by Francis Xavier Baxter Jr, Francis Baxter Jr, Frank Baxter Jr, is a registered financial professional currently at AMERICAN VETERANS GROUP, PBC located in Melville, New York.

Francis is registered as a RR (Registered Representative) and started their career in finance in 1994. Francis has worked at 9 firms and has passed the Series 63, Series 82TO, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francis Xavier Baxter Jr | Francis Baxter Jr | Frank Baxter Jr

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 Francis Xavier Baxter's CRS (Customer Relationship Summary).
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

May 23, 2023 - Present

AMERICAN VETERANS GROUP, PBC

Office #1: 324 S. Service Road Suite 107, Melville, NY 11747
BD
CRD#: 291933
Melville, NY
Past

September 25, 2017 - May 3, 2023

BTIG, LLC

BD
CRD#: 122225
Garden City, NY
Past

November 10, 2015 - September 22, 2017

INTL FCSTONE CREDIT TRADING LLC

BD
CRD#: 41025
NEW YORK, NY
Past

April 17, 2013 - September 4, 2015

COWEN EXECUTION SERVICES LLC

BD
CRD#: 35693
NEW YORK, NY
Past

October 22, 2012 - March 25, 2013

COWEN SECURITIES LLC

BD
CRD#: 23510
NEW YORK, NY
Past

July 2, 2012 - July 23, 2012

VIRTU AMERICAS LLC

BD
CRD#: 149823
GARDEN CITY, NY
Past

May 14, 1998 - July 2, 2012

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
GARDEN CITY, NY
Past

February 27, 1996 - April 21, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

October 7, 1994 - February 7, 1996

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA

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
New York
(5/23/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/11/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 6/6/2025
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/21/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AV
AMERICAN VETERANS GROUP, PBC
AMERICAN VETERANS GROUP, PBC

CRD#: 291933 / SEC#: , 8-70063

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


Main Address
324 S. Service Road Suite 107, Melville, NY 11747
Mailing Address
324 S. Service Road Suite 107, Melville, NY 11747
Phone number
(646) 933-8387
Established
Delaware since 10/20/2017
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BILES, WILLIAM BCHAIRMAN / CEO6509954
AMERICAN VETS GROUP FOUNDATION, INC.SHAREHOLDER
FRAZIER, WILLIAM HENRYPARTNER1031058
KURTZER, JARED MICHAELMANAGING PARTNER2726672
CARROLL, PAUL COURTNEYCHIEF COMPLIANCE OFFICER4655374
NIXON, JON ALANFINOP

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


AMERICAN VETERANS GROUP, PBC

CRD#: 291933Melville, NY 11747

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