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JL

James E. Lingo

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CRD#: 2889448
JL

Professional summary


James Edgar Lingo 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 1997. Prior to being barred, James had worked at 5 firms, which includes BEDMINSTER FINANCIAL GROUP LIMITED, PACIFIC CORTEZ SECURITIES INCORPORATED, LADENBURG CAPITAL MANAGEMENT INC., CAPITAL PLANNING ASSOCIATES INC., GLOBAL STRATEGIES GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Edjar Lingo

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

April 1, 1999 - April 22, 1999

BEDMINSTER FINANCIAL GROUP, LIMITED

BD
CRD#: 39916
HOLICONG, PA
Past

October 8, 1998 - February 26, 1999

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

April 9, 1998 - August 3, 1998

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

January 5, 1998 - February 11, 1998

CAPITAL PLANNING ASSOCIATES, INC.

BD
CRD#: 15107
SOUTH PLAINFIELD, NJ
Past

July 22, 1997 - January 27, 1998

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
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
Series 63
Date: 7/21/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BF
BEDMINSTER FINANCIAL GROUP, LIMITED
BEDMINSTER FINANCIAL GROUP, LIMITED | PRIME CORE, INC.

CRD#: 39916 / SEC#: , 8-48909

BD
Terminated by SEC on 02/17/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/20/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VANPELT, ROBERT MARTINCHIEF COMPLIANCE OFFICER453274
VANPELT, ROBERT MARTINCHIEF FIANCIAL OFFICER/ CHAIRMAN453274
VANPELT, ROBERT MARTINPRESIDENT CEO453274

Disclosures


Regulatory Event2

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


BEDMINSTER FINANCIAL GROUP, LIMITED

CRD#: 39916

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