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AB

Arthur T. Brown

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CRD#: 2528090
AB

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.

Arthur Theodore Brown JR, who also goes by Arthur Theodore Brown, Arthur Brown, Arthur Theodore Brown Jr Jr, was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1996. Arthur had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arthur Theodore Brown | Arthur Brown | Arthur Theodore Brown Jr 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.
(1) Korupt LLC; 13205 Palermo Drive, Lakewood Ranch, FL 34211; Skateboard and Apparel; President; Start 11/3/2014; 40 hr/mo, 0 during trading. (2) Jacob S. Brown Irr. Trust; 13205 Palermo Drive, Lakewood Ranch, FL 34211; Trust for minor child from Korupt, LLC; Trustee; Start 11/2014; 20 hrs/mo, 0 during trading.

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

May 6, 2022 - July 18, 2022

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
Lakewood Ranch, FL
Past

March 17, 2022 - July 18, 2022

J. W. COLE ADVISORS, INC.

RIA
CRD#: 112294
Lakewood Ranch, FL
Past

June 13, 2019 - November 19, 2021

SOUTHPORT CAPITAL

RIA
CRD#: 113364
SARASOTA, FL
Past

October 12, 2016 - June 14, 2019

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
SARASOTA, FL
Past

October 11, 2016 - June 14, 2019

OPPENHEIMER & CO. INC.

BD
CRD#: 249
SARASOTA, FL
Past

April 8, 2009 - October 12, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LAKEWOOD RANCH, FL
Past

April 1, 2009 - October 12, 2016

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LAKEWOOD RANCH, FL
Past

March 7, 2003 - April 20, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
SARASOTA, FL
Past

February 5, 1996 - April 20, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SARASOTA, FL

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
IAR
Series 65
Date: 12/12/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JC
J.W. COLE FINANCIAL, INC.
J.W. COLE FINANCIAL, INC.

CRD#: 124583 / SEC#: , 8-65698

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


Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
4301 Anchor Plaza Parkway 4th Floor, Tampa, FL 33634
Phone number
(813) 935-6776
Established
Florida since 10/14/2002
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 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#
JWC WEALTH PARTNERSOWNER
FUSSA OCASIO, FERNANDOCFO/FINOP2471569
LOFGREN, KURT WALKERCHIEF COMPLIANCE OFFICER3048472
PACK, TODD JAMESCHIEF OPERATING OFFICER2795590
WEST, EUGENEDESIGNATED MUNICIPAL PRINCIPAL/ROSFP2059974
WOOD, ROBERT JULIANTREASURER/SECRETARY/GP/CEO3217809

Disclosures


Regulatory Event1
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


J.W. COLE FINANCIAL, INC.

CRD#: 124583

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