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JV

Jack M. Vancleave

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CRD#: 452578
JV

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 Mansfield Vancleave was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1968. Jack had worked at 12 firms and has passed the Series 63, PC and Series 1 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

July 14, 2003 - December 17, 2008

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

January 29, 2001 - July 21, 2003

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

November 5, 1996 - March 8, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 18, 1990 - October 11, 1996

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

December 6, 1988 - July 3, 1990

TORREY PINES SECURITIES, INC.

BD
CRD#: 17120
SAN DIEGO, CA
Past

June 25, 1984 - November 15, 1988

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

November 24, 1981 - June 26, 1984

RAUSCHER PIERCE REFSNES, INC.

BD
CRD#: 6663
Past

June 20, 1979 - October 30, 1981

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

February 24, 1978 - February 15, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 18, 1978 - July 15, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

May 5, 1977 - January 18, 1978

HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED

BD
CRD#: 7394
Past

May 16, 1973 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

December 1, 1971 - May 5, 1977

HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED

BD
CRD#: 412
Past

November 1, 1968 - May 16, 1973

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 209

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
Series 63
Date: 12/18/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 5/6/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 1/18/1965
Registered Representative Examination

Current Firm


TP
TORREY PINES SECURITIES, INC.
AMERICAN INDEPENDENT MARKETING | TORREY PINES SECURITIES, INC. | ECONOVEST PROPERTIES, INC.

CRD#: 17120 / SEC#: , 8-35004

BD
Cancelled by SEC on 06/19/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 01/28/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
2000 WORTH H. BAGLEY JR. REV TRUST DTD 6/1/2000TRUST
SHEA, PETER WILLIAMSHAREHOLDER420778
SMITH, JACK CLARK JRSHAREHOLDER427869
BAGLEY, WORTH HARRINGTON JRCEO, FINOP, CCO, AMLCO1296995

Disclosures


Regulatory Event13
Arbitration5

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


TORREY PINES SECURITIES, INC.

CRD#: 17120

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