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MW

Monica D. Woolard

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CRD#: 3092159
MW

Professional summary


Monica Doyle Woolard was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Monica is a previously registered financial professional and started their career in finance in 1998. Prior to being barred, Monica had worked at 1 firm, which includes BANC ONE CAPITAL MARKETS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Monica Winkelman

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

August 6, 1998 - January 1, 1999

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL

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: 10/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BO
BANC ONE CAPITAL MARKETS, INC.
BANC ONE CAPITAL MARKETS, INC. | FIRST CHICAGO CAPITAL MARKETS, INC.

CRD#: 23065 / SEC#: , 8-40208

BD
Terminated by SEC on 10/11/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/05/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANC ONE FINANCIAL CORPORATIONPARENT
BALDINO, JAMES JOSEPHMANAGING DIRECTOR1055005
BAMMANN, LINDA BVICE CHAIRMAN2353874
BOSHART, JAMES STEWART IIIEVP26474
CHIRCOP, ALOYSIUS RALPHMANAGING DIRECTOR2536911
CLARKE, TERRENCE BRADYSENIOR COMPLIANCE DIRECTOR / CROP2368988
COATS, ROBERT TRUSTEN JRSENIOR ASSOCIATE GENERAL COUNSEL2043399
COLE, CHRISTINE ELEANORMANAGING DIRECTOR2756145
DECORREVONT, PATRICE PURCELLMANAGING DIRECTOR/SALES MANAGER2178639
FELKER, WILLIAM ROBERTPRESIDENT & CHIEF OPERATING OFFICER2354456
HALLREPPEN, RICHARD JOSEPHDIRECTOR/CHIEF ADMINISTRATIVE OFFICER2354462
NEAL, JOHN ERICMANAGING DIRECTOR/VICE CHAIRMAN2262668
ROMANI, WILLIAM RENOMANAGING DIRECTOR/CHIEF FINANCIAL OFFICER2458879
SCHABES, DAVID HENRYBOCM CHAIRMAN/CHIEF EXECUTIVE OFFICER2368993
SULLIVAN, MARGARET MARYMANAGING DIRECTOR/CHIEF OPERATIONS OFFICER1940830

Disclosures


Regulatory Event7
Arbitration1

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


BANC ONE CAPITAL MARKETS, INC.

CRD#: 23065

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