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JA

Jonathan S. Anderegg

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CRD#: 5227376
JA

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.

Jonathan Shane Anderegg was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 2007. Jonathan had worked at 2 firms and has passed the Series 63 and Series 6 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

March 14, 2008 - June 17, 2009

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.

BD
CRD#: 10194
JACKSON, MS
Past

March 19, 2007 - September 27, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GLEN ALLEN, VA

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: 3/7/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


SF
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.

CRD#: 10194 / SEC#: , 8-26476

BD
Terminated by SEC on 02/19/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Mississippi since 05/15/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANYSTOCKHOLDER
ANDERSON, RONALD ROYDIRECTOR1470514
CASTLE, GLEN ALLENVICE PRESIDENT/ASSISTANT SECRETARY4304918
DIERSCHKE, KENNETH WILLIAMDIRECTOR4404306
DUVALL, VINCENT MEARL SR.DIRECTOR5302189
FAVREAU, LAURENCE EDMONDPRESIDENT/TREASURER/CHIEF FINANCIAL OFFICER1600412
GRAMLING, BEN MARTIN IIDIRECTOR3092675
HANEY, MARK EDWINDIRECTOR5114178
HARPER, JIM TONEYDIRECTOR5647388
HENDRICKS, JOHN CAMERONDIRECTOR5645021
HILLMAN, RICHARD EDWARDDIRECTOR5647339
HOBLICK, JOHN LAWRENCE SR.DIRECTOR5301615
LONG, GERALD WILTONDIRECTOR5647366
MAGEE, BILLY REGIONALDDIRECTOR5301986
MCCONNELL, PATRICIA DIANECHIEF COMPLIANCE OFFICER5391205
NEDBALEK, BOBBY ALVINDIRECTOR5302306
PRYOR, WAYNE FRANKLINDIRECTOR3207279
PURVIS, JOSEPH ALEXANDERGENERAL COUNSEL & SECRETARY4168436
ROTH, RAYMOND RICHARD JR.DIRECTOR4404337
SCHARER, EDWARD ALLENDIRECTOR5302225
VEACH, HARRY RANDALDIRECTOR4769187
WAIDE, DAVIDDIRECTOR3092691
WINKLES, DAVID MILTON JRDIRECTOR3092693
WOOTEN, LARRY BERNARDCHAIRMAN OF THE BOARD/DIRECTOR4168268
WRIGHT, JOHN MILTON JRDIRECTOR3092695

Disclosures


Regulatory Event1

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


SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC.

CRD#: 10194

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