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Charles H. Constant

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CRD#: 3001094
CC

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.

Charles Howland Constant was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1999. Charles had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 24, 2015 - November 9, 2017

GLOBAL OAK CAPITAL MARKETS LLC

BD
CRD#: 125860
Mount Pleasant, SC
Past

January 23, 2013 - December 19, 2013

AQUA SECURITIES L.P.

BD
CRD#: 47681
SULLIVAN'S ISLAND, SC
Past

November 17, 2010 - November 12, 2012

HEIGHT CAPITAL MARKETS

BD
CRD#: 150659
WASHINGTON, DC
Past

September 4, 2008 - January 9, 2009

COMPASS POINT RESEARCH & TRADING, LLC

BD
CRD#: 126258
WASHINGTON, DC
Past

February 18, 2004 - June 27, 2008

B. RILEY SECURITIES, INC.

BD
CRD#: 25027
ARLINGTON, VA
Past

October 20, 2003 - February 24, 2004

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLESTON, SC
Past

July 30, 2003 - February 24, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 13, 2001 - November 5, 2002

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

May 31, 2000 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

July 8, 1999 - May 31, 2000

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD
Past

June 14, 1999 - July 16, 1999

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

February 10, 1999 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

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
IAR
Series 66
Date: 8/7/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/5/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GO
GLOBAL OAK CAPITAL MARKETS LLC
CICERONE PARTNERS LLC | RCF CAPITAL PARTNERS, LLC | GLOBAL OAK CAPITAL MARKETS LLC | CICERONE SECURITIES, LLC

CRD#: 125860 / SEC#: , 8-65829

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
25 1/2 Legare Street, Charleston, SC 29401
Mailing Address
25 1/2 Legare Street, Charleston, SC 29401
Phone number
(843) 310-3245
Established
Delaware since 12/16/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ANGEL OAK GLOBAL MARKETS, LLCOWNER
DRAKE, WILLIAM FRANCIS IIIOWNER1621314
LIEBERGALL, JONATHAN SCOTTOWNER / CEO1744845
PARKWAY INVESTMENT MANAGEMENTOWNER
WALKER, FREDERICK EUCLIDOWNER2360896
MAGBALON, MICHAEL JOHNOWNER7220640
TOFT, CHRISTIAN DAVIDOWNER4389124
KATZ, MARIECFO, FINOP, CCO2457660

Disclosures


Regulatory Event1

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


GLOBAL OAK CAPITAL MARKETS LLC

CRD#: 125860

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