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AT

Andrew J. Thompson

CAPE SECURITIES
Wausau, WI 54401
Some features on this profile are disabled
CRD#: 5917184
AT

Professional summary


Andrew J. Thompson, who also goes by Andrew Justin Thompson, Andrew Thompson, is a registered financial professional currently at CAPE SECURITIES INC. located in Wausau, Wisconsin.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2012. Andrew has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Justin Thompson | Andrew Thompson

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.
TERRAWEALTH RISK MANAGEMENT AS OF 9/2022; INSURANCE AGENT; REVIEWING CLIENT NEEDS TO DETERMINE PROTECTION OF INCOME; DEVOTES 404 HOURS PER MONTH WITH 30 DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew J. Thompson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 16, 2022 - Present

CAPE SECURITIES INC.

Office #1: 1488 Merrill Ave, Wausau, WI 54401Office #2: 1094 South Gilbert Road #201, Gilbert, AZ 85296
BD
CRD#: 7072
Wausau, WI
Past

January 2, 2020 - September 23, 2022

PFS INVESTMENTS INC.

RIA
CRD#: 10111
GILBERT, AZ
Past

July 13, 2012 - September 23, 2022

PFS INVESTMENTS INC.

BD
CRD#: 10111
GILBERT, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/16/2022)
RR
California
(2/22/2023)
RR
Wisconsin
(9/16/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/15/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CAPE SECURITIES INC.
CAPE SECURITIES INC.

CRD#: 7072 / SEC#: , 8-20747

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Phone number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

Disclosures


Regulatory Event2
Arbitration1

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


CAPE SECURITIES INC.

CRD#: 7072Wausau, WI 54401

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