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AS

Adam J. Sellens

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CRD#: 2606272
AS

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.

Adam Jay Sellens was a registered financial professional .

Adam is a previously registered financial professional and started their career in finance in 1995. Adam had worked at 10 firms and has passed the Series 66, Series 63, SIE 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

December 21, 2017 - September 23, 2020

AEON CAPITAL INC

BD
CRD#: 164004
Scottsdale, AZ
Past

February 27, 2012 - January 16, 2018

ACCELERATED CAPITAL GROUP

BD
CRD#: 41270
SCOTTSDALE, AZ
Past

October 29, 2010 - March 31, 2011

THE PLANNING GROUP

RIA
CRD#: 113887
SCOTTSDALE, AZ
Past

October 29, 2010 - June 30, 2017

ASHTON THOMAS PRIVATE WEALTH

RIA
CRD#: 153902
SCOTTSDALE, AZ
Past

June 3, 2010 - February 24, 2012

MERIDIAN UNITED CAPITAL, LLC

BD
CRD#: 122924
SCOTTSDALE, AZ
Past

December 5, 2006 - June 2, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
SCOTTSDALE, AZ
Past

November 17, 2006 - June 2, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
SCOTTSDALE, AZ
Past

June 21, 2001 - November 21, 2006

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SCOTTSDALE, AZ
Past

September 1, 1999 - November 21, 2006

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SCOTTSDALE, AZ
Past

October 14, 1997 - July 10, 1998

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

August 2, 1995 - October 31, 1995

MAIDSTONE FINANCIAL, INC.

BD
CRD#: 31804
NEW YORK, NY

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
IAR
Series 66
Date: 5/24/2001
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AEON CAPITAL INC
AEON CAPITAL INC | STROM FINANCIAL PARTNERS, INC. | STRATOS CAPITAL INC. | RCP CAPITAL MARKETS, INC | RCP CAPITAL MARKETS | AEON CAPITAL INC.

CRD#: 164004 / SEC#: , 8-69080

BD
Terminated by SEC on 05/14/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 03/22/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AEON CAPITAL MARKETS, LLCOWNER
MALLIOS, DEMETRIOSOWNER - CCO3169758

Disclosures


Regulatory Event2
Civil Event1

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


AEON CAPITAL INC

CRD#: 164004

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