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Jack V. Sinclair

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CRD#: 425059
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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.

Jack Vickers Sinclair was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1974. Jack had worked at 15 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 24 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

April 13, 2009 - June 16, 2011

LEONARD SECURITIES, INC

BD
CRD#: 43176
OKLAHOMA CITY, OK
Past

January 8, 2007 - January 15, 2009

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
EDMOND, OK
Past

September 14, 2001 - July 11, 2006

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
OKLAHOMA CITY, OK
Past

August 7, 1997 - December 31, 1999

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

August 23, 1995 - August 12, 1997

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
DALLAS, TX
Past

April 28, 1993 - July 24, 1995

WALL STREET STRATEGIES, INC.

BD
CRD#: 31268
HURON, OH
Past

December 5, 1989 - May 10, 1993

AMERICAN TRADING SECURITIES CORP.

BD
CRD#: 13221
OKLAHOMA CITY, OK
Past

February 12, 1986 - April 12, 1988

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

February 4, 1983 - February 4, 1986

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

April 16, 1980 - February 4, 1986

PAS, INC.

BD
CRD#: 8180
Past

January 31, 1980 - June 5, 1980

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

May 4, 1979 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

February 24, 1978 - May 10, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 26, 1977 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

October 3, 1974 - January 22, 1977

REYNOLDS SECURITIES, INC.

BD
CRD#: 712

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: 7/16/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 5/1/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 9/24/1974
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


LS
LEONARD SECURITIES, INC
LEONARD SECURITIES, INC

CRD#: 43176 / SEC#: , 8-50167

BD
Terminated by SEC on 02/20/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 02/06/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SAVAGE, ROBERT LEONARDCHIEF COMPLIANCE OFFICER815336
SAVAGE, ROBERT LEONARDPRESIDENT815336
ABOUD, DAVID FERRISEXECUTIVE VICE PRESIDENT1545223
SAVAGE, PHILIP LARIMORESHAREHOLDER
BASMAGY, JERARDFINANCIAL AND OPERATIONS PRINCIPAL1358181

Disclosures


Regulatory Event1
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


LEONARD SECURITIES, INC

CRD#: 43176

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