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Jamie A. Piland

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CRD#: 361876
JP

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.

Jamie Ann Piland, who also goes by Jamie Ann Petter, Jamie A Piland, Jamie Ann Walner, was a registered financial professional .

Jamie is a previously registered financial professional and started their career in finance in 1972. Jamie had worked at 6 firms and has passed the SIE, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jamie Ann Petter | Jamie A Piland | Jamie Ann Walner

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

January 18, 2011 - March 23, 2016

THE FIG GROUP, LLC

BD
CRD#: 133558
DALLAS, TX
Past

August 29, 2006 - October 19, 2010

WFG INVESTMENTS, INC.

BD
CRD#: 22704
DALLAS, TX
Past

June 4, 1999 - December 21, 2005

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

September 14, 1979 - June 7, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 18, 1976 - September 14, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

February 2, 1972 - September 26, 1976

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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


General Industry/Product Exam
RR
SIE
Date: 3/23/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 8/30/1979
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/25/1972
Registered Representative Examination

Current Firm


TF
THE FIG GROUP, LLC
THE FIG GROUP, LLC

CRD#: 133558 / SEC#: , 8-66733

BD
Terminated by SEC on 01/15/2023
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Contact information


Main Address
2626 Cole Avenue Suite 300, Dallas, TX 75204
Mailing Address
Phone number
(214) 273-3231
Established
Texas since 07/27/2004
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees
2

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MESSERSCHMITT, EMILY SAABMEMBER, MANAGER, PRESIDENT, CCO4475982
SAAB, ELAINE NEJAMMEMBER, MANAGER2028848
AMSBERRY, RICHARD FFINOP2917504

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


THE FIG GROUP, LLC

CRD#: 133558

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