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JT

Jeffrey I. Thorner

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CRD#: 4990562
JT

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.

Jeffrey Ian Thorner, who also goes by Jeff Thorner, Jeffrey Thorner, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2005. Jeffrey had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Thorner | Jeffrey Thorner

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

September 14, 2010 - March 25, 2013

PIEDMONT INVESTMENT ADVISORS, LLC

RIA
CRD#: 125465
LANSDOWNE, VA
Past

February 25, 2010 - September 3, 2010

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
VIENNA, VA
Past

November 12, 2009 - September 3, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
VIENNA, VA
Past

March 24, 2008 - October 28, 2009

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
BALTIMORE, MD
Past

August 15, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
BALTIMORE, MD
Past

August 15, 2005 - October 28, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BALTIMORE, MD

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
IAR
Series 65
Date: 3/15/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PI
PIEDMONT INVESTMENT ADVISORS, LLC
MC ADVISORY SERVICES, LLC (RELYING ADVISER) | PIEDMONT INVESTMENT ADVISORS, LLC

CRD#: 125465 / SEC#: 801-66883

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Contact information


Main Address
19455 Deerfield Avenue Suite 307, Lansdowne, VA 20176
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2018 BROCHURE (3/26/2018)

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


PIEDMONT INVESTMENT ADVISORS, LLC

CRD#: 125465

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