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Ray A. Allen

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CRD#: 2925054
RA

Professional summary


Ray Anthony Allen was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Ray is a previously registered financial professional and started their career in finance in 1997. Prior to being barred, Ray had worked at 9 firms, which includes BROOKSTREET SECURITIES CORPORATION, WOODSTOCK FINANCIAL GROUP INC., DELTA ASSET MANAGEMENT COMPANY LLC, GREAT EASTERN SECURITIES INC., GRADY AND HATCH & COMPANY INC., CHICAGO INVESTMENT GROUP LLC, PROVIDENTIAL SECURITIES INC., THINKEQUITY LLC, FAIRCHILD FINANCIAL GROUP INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ray A Allen

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

September 4, 2003 - January 2, 2004

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

December 10, 2002 - March 7, 2003

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
WOODSTOCK, GA
Past

October 28, 2002 - November 20, 2002

DELTA ASSET MANAGEMENT COMPANY, LLC

BD
CRD#: 39923
MINEOLA, NY
Past

July 17, 2002 - September 30, 2002

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

April 26, 2001 - December 18, 2001

GRADY AND HATCH & COMPANY, INC.

BD
CRD#: 14262
STATEN ISLAND, NY
Past

September 18, 2000 - April 16, 2001

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

November 17, 1999 - October 2, 2000

PROVIDENTIAL SECURITIES, INC.

BD
CRD#: 31189
FOUNTAIN VALLEY, CA
Past

June 15, 1998 - August 27, 1999

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

August 27, 1997 - December 4, 1997

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
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
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BROOKSTREET SECURITIES CORPORATION
BROOKSTREET CAPITAL MANAGEMENT | TMG SECURITIES, INC. | FINANCIAL MANAGEMENT ADVISORS,INC. | BROOKSTREET SECURITIES CORPORATION

CRD#: 14667 / SEC#: , 8-31032

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 05/24/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BROOKS FAMILY TRUST, STANLEY BROOKS TRUSTEESHAREHOLDER / OWNER
BROOKS, STANLEY CLIFTONPRESIDENT AND TRUSTEE OF BROOKSTREET FAMILY TRUST31684

Disclosures


Regulatory Event25
Civil Event1
Arbitration22

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


BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

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