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JH

Justin W. Herman

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CRD#: 2669867
JH

Professional summary


Justin Wallace Herman was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Justin is a previously registered financial professional and started their career in finance in 1995. Prior to being barred, Justin had worked at 6 firms, which includes WILBANKS SECURITIES INC., WELLS FARGO CLEARING SERVICES LLC, FIRST UNION BROKERAGE SERVICES INC., MORGAN STANLEY DW INC., FORESTERS EQUITY SERVICES INC., H.J. MEYERS & CO. INC..

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

March 6, 2002 - February 27, 2003

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
OKLAHOMA CITY, OK
Past

October 1, 2000 - February 11, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

December 23, 1999 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

May 16, 1997 - December 21, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 16, 1996 - May 6, 1997

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

November 29, 1995 - February 21, 1996

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, 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
IAR
Series 65
Date: 5/23/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 5/28/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


WS
WILBANKS SECURITIES, INC.
WILBANKS SECURITIES, INC.

CRD#: 40673 / SEC#: , 8-49134

BD
Cancelled by SEC on 06/19/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 03/01/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
WILBANKS, AARON BRONELLEPRESIDENT, CEO & CFO & CCO1983697
WILBANKS, RANDALL LEEVICE PRESIDENT2675482
SHARPE, STEVEN DANIELCO CHIEF COMPLIANCE OFFICER (CCCO)2359155

Disclosures


Regulatory Event12
Arbitration3

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


WILBANKS SECURITIES, INC.

CRD#: 40673

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