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Calvert D. Crary

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CRD#: 56567
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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.

Calvert Douglas Crary was a registered financial professional .

Calvert is a previously registered financial professional and started their career in finance in 1972. Calvert had worked at 11 firms and has passed the Series 63, Series 000, Series 1 and Series 24 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

June 14, 2002 - December 19, 2003

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

June 13, 2000 - June 14, 2002

SOMERSET FINANCIAL GROUP, INC.

BD
CRD#: 46507
PRINCETON, NJ
Past

December 7, 1998 - July 20, 2000

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

October 8, 1993 - December 11, 1998

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

April 19, 1993 - September 3, 1993

REICH & CO., INC.

BD
CRD#: 19611
Past

November 4, 1988 - May 5, 1993

MARTIN SIMPSON & COMPANY, INC.

BD
CRD#: 6486
NEW YORK, NY
Past

January 8, 1981 - March 19, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

September 16, 1977 - June 30, 1980

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

June 8, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

October 24, 1972 - April 23, 1976

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555

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: 12/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 000
Date: 10/19/1972
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 10/19/1972
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


VI
VFINANCE INVESTMENTS, INC
FIRST LEVEL CAPITAL, INC. | VFINANCE INVESTMENTS, INC | NEW WAVE SECURITIES, INC.

CRD#: 44962 / SEC#: , 8-50898

BD
Terminated by SEC on 05/11/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/14/1998
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
VFINANCE INVESTMENTS HOLDINGSSHAREHOLDER
GROENEVELD, WILLIAM LAWRENCEHEAD TRADER, PRESIDENT, CEO2127534
GROENEVELD, WILLIAM LAWRENCEDIRECTOR2127534
JOHNSON, KAY ALISONCCO1583193
KNOPF, FRED NGENERAL COUNSEL6390806
MULLEN, MICHAEL ANTHONYDIRECTOR1428116
WATSON, NATALIA TOVARFINOP/CFO4782735

Disclosures


Regulatory Event27
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


VFINANCE INVESTMENTS, INC

CRD#: 44962

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