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Thomas O. Terry

COBRA TRADING
CARROLLTON, TX 75010
Some features on this profile are disabled
CRD#: 4285347
TT

Professional summary


Thomas Otis Terry is a registered financial professional currently at COBRA TRADING, INC. located in Carrollton, Texas.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2001. Thomas has worked at 7 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 4 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) - BD


Click below to view Thomas Otis Terry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 3, 2023 - Present

COBRA TRADING, INC.

Office #1: 3008 E Hebron Pkwy Bldg 400, Carrollton, TX 75010
BD
CRD#: 132078
CARROLLTON, TX
Past

January 7, 2019 - April 14, 2023

BTIG, LLC

BD
CRD#: 122225
DALLAS, TX
Past

May 1, 2014 - December 24, 2018

REDI GLOBAL TECHNOLOGIES LLC

BD
CRD#: 41924
Carrollton, TX
Past

February 9, 2009 - May 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FRISCO, TX
Past

April 6, 2006 - November 1, 2010

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
FRISCO, TX
Past

November 22, 2002 - February 9, 2006

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

January 18, 2001 - December 11, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(4/3/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/24/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CT
COBRA TRADING, INC.
COBRA TRADING, INC.

CRD#: 132078 / SEC#: , 8-66548

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
3008 E Hebron Pkwy Bldg 400, Carrollton, TX 75010
Mailing Address
3008 E Hebron Pkwy Bldg 400, Carrollton, TX 75010
Phone number
(972) 491-7999
Established
Wisconsin since 05/14/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HESSING, CHADD THOMASCEO AND FOUNDER, DIRECTOR, EXECUTIVE REP., CFO, FINOP, TREASURER, CCO, SECRETARY2668366
KREBS, RYAN MICHAELPRESIDENT3178801
TERRY, THOMAS OTISCHIEF OPERATIONS OFFICER4285347

Disclosures


Regulatory Event6

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


COBRA TRADING, INC.

CRD#: 132078Carrollton, TX 75010

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