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Thomas R. Chell

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CRD#: 45306
TC

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.

Thomas Ross Chell, who also goes by Tom Chell, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1966. Thomas had worked at 8 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Chell

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

December 15, 2008 - May 31, 2012

IMS SECURITIES, INC.

BD
CRD#: 35567
ESCONDIDO, CA
Past

June 25, 2008 - December 11, 2008

EPLANNING SECURITIES, INC.

BD
CRD#: 46000
BREA, CA
Past

January 16, 2004 - June 24, 2008

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
BREA, CA
Past

November 16, 1998 - December 31, 2003

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

September 19, 1994 - November 16, 1998

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

October 14, 1975 - March 4, 1986

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

October 5, 1972 - October 8, 1994

DIVERSIFIED SECURITIES, INCORPORATED

BD
CRD#: 222
LONG BEACH, CA
Past

March 2, 1966 - November 20, 1972

CALIFORNIA INVESTORS INCORPORATED

BD
CRD#: 131

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: 6/26/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 2/28/1966
Registered Representative Examination

Current Firm


IS
IMS SECURITIES, INC.
IMS INSURANCE AGENCY OF TEXAS, INC. | IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC | IMS SECURITIES, INC. | IMS INSURANCE AGENCY, INC.

CRD#: 35567 / SEC#: , 8-46722

BD
Terminated by SEC on 01/29/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/04/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WADSWORTH, JACKIE DIVONOCHIEF EXECUTIVE OFFICER, COMPLIANCE OFFICER2342163
GAMMON, CHRISTOPHER DAVIDCHIEF FINANCIAL OFFICER, VP-OPTIONS2354523
SPEARS, MICHAEL JCHIEF COMPLIANCE OFFICER4501523

Disclosures


Regulatory Event7
Arbitration6

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


IMS SECURITIES, INC.

CRD#: 35567

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