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JA

James C. Allen

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CRD#: 2666395
JA

Professional summary


James Charles Allen was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, James had worked at 5 firms, which includes THE PATRIOT GROUP SECURITIES, DIESEL ENERGY INTERNATIONAL L.L.C., LONE STAR SECURITIES INC., TEXAKOMA FINANCIAL INC., HRH SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


J C Allen | Jack Allen

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 27, 2006 - June 10, 2011

THE PATRIOT GROUP SECURITIES

BD
CRD#: 137904
RICHARDSON, TX
Past

May 7, 2001 - November 6, 2002

DIESEL ENERGY INTERNATIONAL, L.L.C.

BD
CRD#: 104484
DALLAS, TX
Past

March 3, 2000 - April 17, 2001

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

July 2, 1996 - June 9, 1998

TEXAKOMA FINANCIAL, INC.

BD
CRD#: 16910
PLANO, TX
Past

April 24, 1996 - June 18, 1996

HRH SECURITIES, INC.

BD
CRD#: 25614
DALLAS, TX
Past

October 9, 1995 - May 8, 1996

TEXAKOMA FINANCIAL, INC.

BD
CRD#: 16910
PLANO, TX

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: 2/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TP
THE PATRIOT GROUP SECURITIES
PATRIOT CHARTER LLC | THE PATRIOT GROUP SECURITIES

CRD#: 137904 / SEC#: , 8-67130

BD
Terminated by SEC on 08/09/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/28/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN, JAMES CHARLESPRESIDENT,CCO
ALLEN, JAMES CHARLESOWNER/ SOLE MEMBER/MANAGER2666395
FELT, SCOTT ERICCFO/FINOP1878533

Disclosures


Regulatory 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


THE PATRIOT GROUP SECURITIES

CRD#: 137904

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