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Thomas E. Mcchesney

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CRD#: 325392
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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.

Thomas Elroy Mcchesney was a registered financial professional .

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

October 30, 1996 - January 3, 2005

BLACKWELL DONALDSON & COMPANY

BD
CRD#: 7981
PORTLAND, OR
Past

February 13, 1996 - October 22, 1996

GVC CAPITAL LLC

BD
CRD#: 38923
GREENWOOD VILLAGE, CO
Past

August 2, 1976 - July 6, 1995

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

March 2, 1971 - November 16, 1972

BLYTH & CO

BD
CRD#: 1000002

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: 4/23/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 1/12/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 40
Date: 7/23/1976
Registered Principal Examination

Current Firm


BD
BLACKWELL DONALDSON & COMPANY
BLACKWELL DONALDSON & COMPANY | BLACKWELL-SUCHY, INCORPORATED | BLACKWELL, PREHN & SUCHY INCORPORATED

CRD#: 7981 / SEC#: , 8-23933

BD
Terminated by SEC on 03/04/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Oregon since 05/31/1979
Firm type
Corporation
Fiscal year end
May
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BLACKWELL, JOSEPH MICHAELPRESIDENT, CEO, CFO, CCO & COO,22729
KRAFT, JOANNE IRENEVICE PRESIDENT1009118

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


BLACKWELL DONALDSON & COMPANY

CRD#: 7981

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