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JD

Joseph E. Devlin

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CRD#: 2889976
JD

Professional summary

Joseph Edward Devlin was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Joseph had worked at 2 firms, which includes B&R INVESTMENT SERVICES INC., LOCUST STREET SECURITIES INC..

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dev Devlin | Joe Devlin

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

November 11, 1999 - April 19, 2000

B&R INVESTMENT SERVICES, INC.

BD
CRD#: 42676
INDIANAPOLIS, IN
Past

June 19, 1997 - November 4, 1999

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA

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: 6/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 6/17/1997
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BI
B&R INVESTMENT SERVICES, INC.
B&R INVESTMENT SERVICES, INC.

CRD#: 42676 / SEC#: , 8-49960

BD
Terminated by SEC on 08/29/2000
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Contact information

Main Address
Mailing Address
Phone number
Established
Indiana since 11/26/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
NORWOOD, CHRISTOPHER ROYCECHIEF INVESTMENT OFFICER2422919
WHELAN, JUSTIN B IIICHIEF EXECUTIVE OFFICER2053714

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

B&R INVESTMENT SERVICES, INC.

CRD#: 42676

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