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JB

Judith T. Briles

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CRD#: 317875
JB

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.

Judith T Briles, who also goes by Judith Mary Briles, Judith T Maling, was a registered financial professional .

Judith is a previously registered financial professional and started their career in finance in 1971. Judith had worked at 5 firms and has passed the Series 63, Series 1, Series 4, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Judith Mary Briles | Judith T Maling

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 20, 1979 - November 26, 1982

JUDITH BRILES & COMPANY

BD
CRD#: 8061
Past

February 9, 1978 - February 10, 1980

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

December 19, 1972 - April 25, 1978

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

February 4, 1972 - February 3, 1973

BATEMEN EICHLER HILL RICHARDS INC

BD
CRD#: 1000002
Past

October 27, 1971 - February 17, 1972

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BD
CRD#: 595

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: 10/14/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 10/18/1971
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 10/31/1978
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 3/23/1978
Registered Principal Examination

Current firm


No current employment

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


No current employment

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