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DS

Dabbs Sullivan

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CRD#: 439528
DS

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.

Dabbs Sullivan JR, who also goes by Dubie Sullivan, was a registered financial professional .

Dabbs is a previously registered financial professional and started their career in finance in 1967. Dabbs had worked at 8 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dubie Sullivan

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 1, 2002 - July 10, 2003

COASTAL SECURITIES, INC.

BD
CRD#: 27834
HOUSTON, TX
Past

August 17, 1998 - June 30, 2000

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
TULSA, OK
Past

May 20, 1997 - August 17, 1998

ALLIANCE SECURITIES CORP.

BD
CRD#: 42395
Past

March 8, 1990 - May 1, 1997

CREWS & ASSOCIATES, INC.

BD
CRD#: 8052
LITTLE ROCK, AR
Past

November 15, 1979 - February 6, 1990

GKB, INC.

BD
CRD#: 350
KANSAS CITY, MO
Past

May 25, 1977 - November 1, 1979

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179
Past

April 29, 1974 - June 20, 1977

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

March 17, 1967 - May 31, 1974

DABBS SULLIVAN, TRULOCK & CO., INC.

BD
CRD#: 201

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


Current Firm


CS
COASTAL SECURITIES, INC.
COASTAL SECURITIES CORPORATION | MASTER HOLDINGS, INC. | COASTAL SECURITIES, INC. | COASTAL SECURITIES LTD. | COASTAL SECURITIES L.P.

CRD#: 27834 / SEC#: , 8-43227

BD
Terminated by SEC on 08/25/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/29/2006
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
COASTAL FINANCIAL HOLDINGS, INC.HOLDING COMPANY
CIOCCIA, JOHN DIEGOOPERATIONS MANAGER1663440
FOLK, BRIAN MCGEEPRESIDENT/CFO5314485
KOMAR, DERYLE ANNBOARD MEMBER800219
MELTON, JOHN CHRISTOPHER SRCHIEF COMPLIANCE OFFICER, BOARD1437290
SMITH, THOMAS JAMESEXECUTIVE VICE PRESIDENT2112158

Disclosures


Regulatory Event5

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


COASTAL SECURITIES, INC.

CRD#: 27834

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