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SQ

Susan R. Quante

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CRD#: 51837
SQ

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.

Susan Ruth Quante, who also goes by Susan Ruth Bohnenstiehl, Susan Ruth Conard, Susan Ruth Gentile, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1973. Susan had worked at 4 firms and has passed the Series 65, Series 55 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Susan Ruth Bohnenstiehl | Susan Ruth Conard | Susan Ruth Gentile

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

February 18, 1994 - May 11, 2011

J.A. GLYNN INVESTMENTS, LLC.

BD
CRD#: 22011
SAINT LOUIS, MO
Past

March 31, 1975 - January 20, 1994

SMITH, MOORE & CO.

BD
CRD#: 3441
CLAYTON, MO
Past

July 17, 1974 - March 24, 1975

I.M. SIMON & CO., INC.

BD
CRD#: 418
Past

June 13, 1973 - July 28, 1974

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

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: 4/15/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 55
Date: 8/13/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 1
Date: 6/9/1973
Registered Representative Examination

Current Firm


JG
J.A. GLYNN INVESTMENTS, LLC.
DJF PURCHASE COMPANY, INC. | JAG ADVISORS | J.A. GLYNN INVESTMENTS, LLC. | J.A. GLYNN & CO.

CRD#: 22011 / SEC#: 801-53844, 8-39465

BD
Terminated by SEC on 05/01/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Missouri since 03/11/2013
Firm type
Limited Liability Company
Fiscal year end
April
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

JAG ADVISORS ADV 2A AND APPENDIX (7/13/2012)

Direct owners and executive officers


NamePositionCRD#
J.A. GLYNN & CO.PARENT
CONLEY, NORMAN BENEDICT IIIPRESIDENT, CHIEF EXECUTIVE OFFICER,CHAIRMAN, CCO2543624

Disclosures


Regulatory Event3

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


J.A. GLYNN INVESTMENTS, LLC.

CRD#: 22011

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