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Salvatore E. Ottomanelli

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CRD#: 4554060
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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.

Salvatore Eugene Ottomanelli was a registered financial advisor .

Salvatore is a previously registered financial advisor and started their career in finance in 2003. Salvatore had worked at 7 firms and has passed the Series 66, Series 63 and Series 7 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

October 8, 2012 - December 3, 2012

JOHN CARRIS INVESTMENTS LLC

BD
CRD#: 145767
HOBOKEN, NJ
Past

June 30, 2009 - October 5, 2012

ROCKWELL SECURITIES LLC

BD
CRD#: 142483
NEW YORK, NY
Past

March 3, 2009 - May 7, 2009

GUNNALLEN FINANCIAL, INC

RIA
CRD#: 17609
ROCKY POINT, NY
Past

January 12, 2009 - May 7, 2009

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
ROCKY POINT, NY
Past

August 13, 2008 - August 21, 2008

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

BD
CRD#: 130390
HOLBROOK, NY
Past

February 8, 2008 - June 20, 2008

AMERICA'S CHOICE EQUITIES LLC

BD
CRD#: 135272
HAUPPAUGE, NY
Past

July 13, 2005 - July 30, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

February 10, 2005 - July 20, 2005

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

February 13, 2003 - February 7, 2005

MILESTONE FINANCIAL SERVICES, INC.

BD
CRD#: 43295
BOHEMIA, NY

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
IAR
Series 66
Date: 1/15/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


JC
JOHN CARRIS INVESTMENTS LLC
ARCHEY & CO. LLC | JOHN CARRIS INVESTMENTS LLC

CRD#: 145767 / SEC#: , 8-67751

BD
Terminated by SEC on 06/27/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 02/02/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INVICTUS CAPITAL INCHOLDING COMPANY
CARRIS, GEORGE WILLIAM MR.CEO, COO, CCO3079577
CLARK, MICHAEL KEVINMANAGING DIRECTOR
NELSON, STEVENOWNER

Disclosures


Regulatory Event6
Arbitration2

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


JOHN CARRIS INVESTMENTS LLC

CRD#: 145767

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