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Arnold A. Winters

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CRD#: 3043233
AW

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.

Arnold Alan Winters, who also goes by Arnie Winters, Arnold A Winters, was a registered financial professional .

Arnold is a previously registered financial professional and started their career in finance in 1998. Arnold had worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arnie Winters | Arnold A Winters

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

January 6, 2012 - December 31, 2017

THOMAS ASSET MANAGEMENT

RIA
CRD#: 117181
JOHNS CREEK, GA
Past

August 13, 2010 - December 31, 2011

THOMAS ASSET MANAGEMENT

RIA
CRD#: 117181
JOHNS CREEK, GA
Past

June 16, 2008 - December 31, 2009

THOMAS ASSET MANAGEMENT

RIA
CRD#: 117181
ATLANTA, GA
Past

March 13, 2006 - December 31, 2006

THOMAS ASSET MANAGEMENT

RIA
CRD#: 117181
ATLANTA, GA
Past

April 29, 2005 - December 31, 2005

THOMAS ASSET MANAGEMENT

RIA
CRD#: 117181
ATLANTA, GA
Past

November 23, 2004 - February 16, 2010

THOMAS GROUP CAPITAL

BD
CRD#: 112901
ATLANTA, GA
Past

October 20, 2004 - November 11, 2004

MIDSOUTH CAPITAL, INC.

RIA
CRD#: 35039
ATLANTA, GA
Past

September 23, 2004 - November 11, 2004

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

January 22, 2003 - July 21, 2004

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
ATLANTA, GA
Past

August 6, 2002 - July 21, 2004

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

November 22, 1999 - August 16, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

June 11, 1998 - August 16, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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
IAR
Series 66
Date: 6/27/1998
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


TA
THOMAS ASSET MANAGEMENT
THOMAS ASSET MANAGEMENT | THOMAS GROUP CAPITAL | THOMAS ASSET MANAGEMENT, LLC

CRD#: 117181 / SEC#: 801-61099

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Contact information


Main Address
Johns Creek, GA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


THOMAS ASSET MANAGEMENT

CRD#: 117181

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