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Judith N. Sanborn

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CRD#: 2545788
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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.

Judith Nancy Sanborn, who also goes by Judith Gregory, Judith Nancy Sanborn Ms., was a registered financial professional .

Judith is a previously registered financial professional and started their career in finance in 1994. Judith had worked at 7 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


Judith Gregory | Judith Nancy Sanborn Ms.

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

June 10, 2013 - December 31, 2017

DELTA SECURITIES COMPANY, LLC

BD
CRD#: 130577
MAITLAND, FL
Past

May 3, 2007 - December 31, 2018

CERTIFIED ADVISORY CORP

RIA
CRD#: 120990
ALTAMONTE SPRINGS, FL
Past

May 2, 2007 - December 31, 2018

SIGNATURE ESTATE SECURITIES, LLC

BD
CRD#: 18923
LOS ANGELES, CA
Past

October 19, 2005 - May 3, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
WINTER PARK, FL
Past

April 5, 2004 - May 3, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
WINTER PARK, FL
Past

December 5, 2002 - April 23, 2003

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

July 20, 1999 - January 11, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

October 25, 1994 - April 1, 1998

NICHOLAS-APPLEGATE SECURITIES LLC

BD
CRD#: 31205
SAN DIEGO, CA

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: 10/17/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DS
DELTA SECURITIES COMPANY, LLC
DELTA SECURITIES COMPANY, LLC | MAITLAND SECURITIES, INC.

CRD#: 130577 / SEC#: , 8-66364

BD
Terminated by SEC on 03/19/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 08/12/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DELTA FINANCIAL HOLDINGS COMPANY, LLCOWNER
JOHNSON, MEGAN REBECCACCO6911479
SAVALLO, LAWRENCE JAMESFINOP1195178

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


DELTA SECURITIES COMPANY, LLC

CRD#: 130577

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