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TA

Terrence T. Alexander

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CRD#: 3273969
TA

Professional summary


Terrence Thomas Alexander was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Terrence is a previously registered financial advisor and started their career in finance in 2000. Prior to being barred, Terrence had worked at 6 firms, which includes CHICAGO INVESTMENT GROUP LLC, CITIZENS SECURITIES INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, LASALLE FINANCIAL SERVICES INC., TD AMERITRADE INC..

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

March 5, 2008 - March 10, 2008

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

August 7, 2006 - November 16, 2007

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
CALUMET CITY, IL
Past

August 7, 2006 - November 16, 2007

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
CALUMET CITY, IL
Past

July 6, 2005 - August 2, 2006

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

July 6, 2005 - August 2, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

April 13, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
CHICAGO, IL
Past

April 17, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

May 1, 2002 - September 17, 2002

LASALLE FINANCIAL SERVICES, INC.

BD
CRD#: 20373
CHICAGO, IL
Past

February 14, 2000 - August 15, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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: 7/22/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CI
CHICAGO INVESTMENT GROUP, LLC
CHICAGO INVESTMENT GROUP | G. A. O. INC. | G A O INC | CHICAGO INVESTMENT GROUP, LLC | CHICAGO INVESTMENT GROUP, INC.

CRD#: 11853 / SEC#: , 8-27507

BD
Terminated by SEC on 09/07/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 01/01/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COMPASS CAPITAL MANAGEMENT INTERNATIONAL, LLCOWNER
MERRITT HOLDINGS II LLCSHAREHOLDER
BULLARD, ROBERT JONATHANOPS. MGR / RSOFP2975440
LYNCH, JAMES PATRICKMANAGING DIRECTOR2387056
LYNCH, RICHARD PAULCEO/ CCO1938604

Disclosures


Regulatory Event16
Arbitration2

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


CHICAGO INVESTMENT GROUP, LLC

CRD#: 11853

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