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CD

Curtis L. Dunn

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CRD#: 2532073
CD

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.

Curtis Leon Dunn was a registered financial professional .

Curtis is a previously registered financial professional and started their career in finance in 1994. Curtis had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

February 7, 2000 - May 1, 2000

TARPON SCURRY INVESTMENTS, INC.

BD
CRD#: 34635
NEW YORK, NY
Past

December 3, 1999 - January 20, 2000

PLATINUM EQUITIES, INC.

BD
CRD#: 36347
NEW YORK, NY
Past

July 25, 1999 - October 8, 1999

MONTROSE CAPITAL MANAGEMENT LTD.

BD
CRD#: 40799
NEW YORK, NY
Past

December 10, 1998 - June 23, 1999

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

June 2, 1998 - December 1, 1998

MAY, DAVIS GROUP INC.

BD
CRD#: 35622
NEW YORK, NY
Past

May 12, 1997 - May 1, 1998

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

September 24, 1996 - May 19, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

October 4, 1994 - September 11, 1996

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ

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: 10/13/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TS
TARPON SCURRY INVESTMENTS, INC.
TARPON SCURRY INVESTMENTS, INC. | WINTHROP FINANCIAL SERVICES, INC.

CRD#: 34635 / SEC#: , 8-46306

BD
Terminated by SEC on 02/06/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/21/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COMEAU, STEPHEN ANDREWPRINCIPAL2646014
DOUGHERTY, DANIEL ANDREWPRINCIPAL/FINANCIAL OPERATIONS2085599
FERGUSON, DEREK CHESTERSHAREHLDER
HEINEMAN, RONALD MARKROP/CROP/SROP241924

Disclosures


Regulatory Event2
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


TARPON SCURRY INVESTMENTS, INC.

CRD#: 34635

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