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CS

Cindy J. Shaw

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CRD#: 2739122
CS

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.

Cindy Johnson Shaw, who also goes by Cindy Ann Johnson, was a registered financial professional .

Cindy is a previously registered financial professional and started their career in finance in 1996. Cindy had worked at 7 firms and has passed the Series 63, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cindy Ann Johnson

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 6, 2011 - August 8, 2014

DISCERN SECURITIES, INC.

BD
CRD#: 155854
SAN MATEO, CA
Past

January 14, 2005 - September 13, 2006

MOORS & CABOT, INC.

BD
CRD#: 594
SAN FRANCISCO, CA
Past

August 12, 2004 - November 9, 2004

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

May 28, 2004 - August 16, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 1, 2002 - May 28, 2004

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

January 31, 2000 - March 7, 2002

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 9, 1998 - November 3, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

May 8, 1996 - March 26, 1997

VINING-SPARKS IBG, LLC

BD
CRD#: 27502
MEMPHIS, TN

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: 11/28/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DS
DISCERN SECURITIES, INC.
DISCERN SECURITIES, INC.

CRD#: 155854 / SEC#: , 8-68748

BD
Terminated by SEC on 09/11/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/05/2010
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DISCERN GROUP, INC.100% OWNER
DICKSON, HENRY CHARLESPRINCIPAL, DIRECTOR OF RESEARCH1623667
COLLINS, ELIZABETH SARAHPART TIME FINOP4714831
STARBIRD, SCOTT EDRICCEO, CCO, CFO AND SECONDARY FINOP1412683

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


DISCERN SECURITIES, INC.

CRD#: 155854

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