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Nicholas Dean

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CRD#: 3157465
ND

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.

Nicholas Dean, who also goes by Nicholas Dean Frasco, was a registered financial professional .

Nicholas is a previously registered financial professional and started their career in finance in 1999. Nicholas had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nicholas Dean Frasco

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

July 25, 2017 - January 2, 2019

CAPE SECURITIES INC.

BD
CRD#: 7072
MCDONOUGH, GA
Past

December 1, 2014 - July 17, 2017

FREEDOM INVESTORS CORP.

BD
CRD#: 23714
New York, NY
Past

September 17, 2013 - November 28, 2014

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
NEW YORK, NY
Past

May 31, 2012 - September 18, 2013

LAMPERT CAPITAL MARKETS INC.

BD
CRD#: 103725
NEW YORK, NY
Past

January 3, 2012 - May 29, 2012

HALCYON CABOT PARTNERS, LTD.

BD
CRD#: 32664
NEW YORK, NY
Past

February 19, 2010 - December 31, 2011

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
NEW YORK, NY
Past

July 7, 2009 - January 14, 2010

MERCER CAPITAL LTD.

BD
CRD#: 104012
NEW YORK, NY
Past

October 20, 2003 - July 9, 2009

E1 ASSET MANAGEMENT, INC.

BD
CRD#: 46872
NEW YORK, NY
Past

January 8, 2002 - September 24, 2003

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

December 19, 2000 - December 31, 2001

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

June 21, 1999 - October 5, 2000

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
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: 12/13/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/24/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CS
CAPE SECURITIES INC.
CAPE SECURITIES INC.

CRD#: 7072 / SEC#: , 8-20747

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


Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Phone number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

Disclosures


Regulatory Event2
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


CAPE SECURITIES INC.

CRD#: 7072

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