Debra A. Degenshein

KCOE CAPITAL LLC

CAMAS, WA

Some features on this profile are disabled

CRD#: 2923781

Professional summary

Debra Ann Degenshein, who also goes by Ann Degenshein, is a registered financial professional currently at KCOE CAPITAL LLC located in Camas, Washington and BUNDY GROUP SECURITIES, LLC located in Charlotte, North Carolina.

Debra is registered as a RR (Registered Representative) and started their career in finance in 1997. Debra has worked at 26 firms and has passed the Series 66, Series 52TO, Series 99TO, Series 79TO, SIE, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ann Degenshein

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) - BD

Click below to view Debra Ann Degenshein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 2, 2008 - Present

KCOE CAPITAL LLC

CRD#: 104609

CAMAS, WA

Current

March 19, 2021 - Present

BUNDY GROUP SECURITIES, LLC

Office #1: 2700 Coltsgate Road Suite 201, Charlotte, NC 28211

CRD#: 311375

Charlotte, NC

Current

April 12, 2024 - Present

JOE JOLLY & CO., INC.

Office #1: 420 North 20th Street,suite 2350, Birmingham, AL 35203

CRD#: 7170

Birmingham, AL

Past

April 18, 2023 - September 25, 2023

GCG SECURITIES, LLC

CRD#: 324243

BIRMINGHAM, MI

Past

December 21, 2018 - February 20, 2019

ASHLAND SECURITIES, LLC

CRD#: 297523

MIAMI, FL

Past

July 20, 2015 - December 21, 2015

PWP SECURITIES LLC

CRD#: 171349

DARIEN, CT

Past

December 15, 2014 - June 6, 2018

CREST CAPITAL LLC

CRD#: 172664

WALDO, WI

Past

April 2, 2014 - August 31, 2023

ICG CAPITAL SECURITIES, LLC

CRD#: 169661

CHARLOTTE, NC

Past

April 18, 2013 - December 3, 2017

SHELLPOINT CAPITAL LLC

CRD#: 159433

NEW YORK, NY

Past

March 7, 2013 - July 27, 2013

CENTER STREET SECURITIES, INC.

CRD#: 26898

NASHVILLE, TN

Past

September 24, 2012 - September 28, 2012

ANCHIN CAPITAL LLC

CRD#: 128402

NEW YORK, NY

Past

July 5, 2012 - August 15, 2017

WOODBRIDGE FINANCIAL GROUP, LLC

CRD#: 131153

MINNEAPOLIS, MN

Past

March 7, 2012 - August 3, 2012

SITUS CAPITAL MANAGEMENT LLC

CRD#: 159007

ATLANTA, GA

Past

July 6, 2011 - February 14, 2012

EQUILIBRIUM CAPITAL SERVICES, LLC

CRD#: 155530

PORTLAND, OR

Past

June 23, 2011 - November 1, 2023

EIDE BAILLY SECURITIES, LLC

CRD#: 112176

FARGO, ND

Past

December 20, 2010 - March 3, 2011

PROSPERA BROKERAGE SOLUTIONS LLC

CRD#: 140017

SPOKANE, WA

Past

February 6, 2009 - July 6, 2009

CENTER STREET SECURITIES, INC.

CRD#: 26898

NASHVILLE, TN

Past

March 5, 2007 - July 31, 2009

SFI CAPITAL GROUP, LLC

CRD#: 141979

CLEVELAND, OH

Past

February 1, 2006 - September 4, 2007

EISNER RETIREMENT SOLUTIONS LLC

CRD#: 126818

NEW YORK, NY

Past

April 27, 2005 - February 7, 2025

CAMPBELL LUTYENS & CO. INC.

CRD#: 133376

NEW YORK, NY

Past

January 29, 2005 - August 4, 2005

AGENCY TRADING GROUP, INC.

CRD#: 108887

WAYZATA, MN

Past

October 14, 2004 - October 25, 2004

PINNACLE FINANCIAL GROUP, LLC

CRD#: 131674

ORLANDO, FL

Past

August 10, 2004 - July 18, 2005

WOODBRIDGE FINANCIAL GROUP, LLC

CRD#: 131153

MINNEAPOLIS, MN

Past

June 7, 2004 - November 2, 2006

BIA CAPITAL STRATEGIES, LLC

CRD#: 130533

CHANTILLY, VA

Past

November 21, 2002 - July 8, 2003

MERIDIAN UNITED CAPITAL, LLC

CRD#: 122924

SCOTTSDALE, AZ

Past

March 30, 2001 - July 7, 2004

AGENCY TRADING GROUP, INC.

CRD#: 108887

WAYZATA, MN

Past

May 23, 2000 - December 31, 2001

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

August 5, 1997 - July 29, 1998

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

Past

August 5, 1997 - December 31, 1998

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Washington
(4/3/2008)

Exams

State Security Law Exam

IAR

Series 66

Date: 9/17/1997

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 53

Date: 5/4/1998

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/11/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

JOE JOLLY & CO., INC.

CRD#: 7170 / SEC#: , 8-18805

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

420 North 20th Street,suite 2350, Birmingham, AL 35203

Mailing Address

P.o. Box 8, Birmingham, AL 35201-0008

Phone number

(205) 252-2105

Established

Delaware since 10/19/1971

Firm type

Corporation

Fiscal year end

August

Firm Size

Small

# of Employees

FINRA licenses (1 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
JOLLY, JOSEPH DEYERLE JR	PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER	260800
JJCOMPANY LLC	SHAREHOLDER
CLEM, JANICE LANDRUM	CORP. SECY.
GOODIN, DIANE MARIE	FINOP/CHIEF FINANCIAL OFFICER	3117840
PARKER, MATTHEW STANLEY	VICE PRESIDENT	2830791

Disclosures

Regulatory Event

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Debra A. Degenshein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Debra Ann Degenshein's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUNDY GROUP SECURITIES, LLC

JOE JOLLY & CO., INC.

GCG SECURITIES, LLC

ASHLAND SECURITIES, LLC

PWP SECURITIES LLC

CREST CAPITAL LLC

ICG CAPITAL SECURITIES, LLC

SHELLPOINT CAPITAL LLC

CENTER STREET SECURITIES, INC.

ANCHIN CAPITAL LLC

WOODBRIDGE FINANCIAL GROUP, LLC

SITUS CAPITAL MANAGEMENT LLC

EQUILIBRIUM CAPITAL SERVICES, LLC

EIDE BAILLY SECURITIES, LLC

PROSPERA BROKERAGE SOLUTIONS LLC

CENTER STREET SECURITIES, INC.

SFI CAPITAL GROUP, LLC

EISNER RETIREMENT SOLUTIONS LLC

CAMPBELL LUTYENS & CO. INC.

AGENCY TRADING GROUP, INC.

PINNACLE FINANCIAL GROUP, LLC

WOODBRIDGE FINANCIAL GROUP, LLC

BIA CAPITAL STRATEGIES, LLC

MERIDIAN UNITED CAPITAL, LLC

AGENCY TRADING GROUP, INC.

CAP PRO BROKERAGE SERVICES, INC.

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/1997

Series 52TO

Date: 9/25/2025

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 53

Date: 5/4/1998

Series 24

Date: 8/11/1997

FINRA

Current Firm

JOE JOLLY & CO., INC.

Contact information

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

JOE JOLLY & CO., INC.

TRUST BUT VERIFY

Similar Advisors