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Robert E. Bragg

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CRD#: 4663116
RB

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.

Robert Earl Bragg was a registered financial advisor .

Robert is a previously registered financial advisor and started their career in finance in 2003. Robert had worked at 4 firms and has passed the Series 66, Series 65 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

December 22, 2010 - January 5, 2011

BROOKSTONE SECURITIES, INC.

RIA
CRD#: 13366
LAKELAND, FL
Past

January 2, 2009 - September 29, 2009

CARR MILLER CAPITAL INVESTMENTS, LLC

RIA
CRD#: 141999
CHATHAM, NJ
Past

January 17, 2007 - December 31, 2008

CORNERSTONE SECURITIES LLC

RIA
CRD#: 140379
TYLER, TX
Past

January 9, 2007 - December 31, 2008

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
LAKELAND, FL
Past

August 26, 2003 - December 31, 2006

EQUITY SERVICES, INC.

RIA
CRD#: 265
OVERLAND PARK, KS
Past

June 30, 2003 - December 31, 2006

EQUITY SERVICES, INC.

BD
CRD#: 265
OVERLAND PARK, KS

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: 7/22/2003
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/25/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


BS
BROOKSTONE SECURITIES, INC.
BROOKSTONE INVESTMENT ADVISORY SERVICES | RISE, INC. | RESOURCE-REALTY INVESTMENT SECURITIES ENTERPRISES, INC. | BROOKSTONE SECURITIES, INC.

CRD#: 13366 / SEC#: 801-67061, 8-29116

BD
Terminated by SEC on 08/19/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 07/14/2005
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2 APRIL 25, 2012 (4/27/2012)

Direct owners and executive officers


NamePositionCRD#
BROOKSTONE CAPITAL MANAGEMENT, LLC.PARENT COMPANY
LOCY, DAVID WILLIAMDIRECT OWNER/FINOP CHIEF COMPLIANCE OFFICER4682865

Disclosures


Regulatory Event10
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


BROOKSTONE SECURITIES, INC.

CRD#: 13366

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