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Arthur W. Gregory

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CRD#: 601567
AG

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.

Arthur William Gregory III, who also goes by Arthur William Gregory, was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1968. Arthur had worked at 13 firms and has passed the Series 63, SIE, Series 7, PC, Series 5 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Arthur William Gregory

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 15, 2010 - June 15, 2015

CTL SECURITIES LLC

BD
CRD#: 147369
DEDHAM, MA
Past

October 23, 1998 - December 7, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 29, 1998 - August 12, 1998

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 9, 1992 - June 29, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

March 19, 1990 - March 4, 1992

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

July 25, 1987 - March 3, 1990

DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.

BD
CRD#: 19727
Past

March 5, 1986 - March 3, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

January 10, 1980 - March 12, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 2, 1980 - January 20, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

September 26, 1978 - December 3, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

June 23, 1978 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361
Past

January 15, 1975 - September 26, 1978

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802
Past

June 10, 1968 - January 15, 1975

WHITE, WELD & CO., INCORPORATED

BD
CRD#: 889

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: 2/23/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 1/25/1991
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 6/4/1968
Registered Representative Examination

Current Firm


CS
CTL SECURITIES LLC
CTL SECURITIES LLC | PRC SECURITIES, LLC

CRD#: 147369 / SEC#: , 8-67900

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


Main Address
521 Fifth Ave 17th Floor, New York, NY 10175-1799
Mailing Address
521 Fifth Ave 17th Floor, New York, NY 10175-1799
Phone number
(212) 792-7884
Established
Delaware since 10/16/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (29 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
CTL CAPITAL LLCOWNER
HELLER, JEFFREY PHILIPFINOP3139370
KRAUS, MICHAEL JOSEPHPRESIDENT1270274
ZARRILLI, THOMAS PHILIPCHIEF COMPLIANCE OFFICER2233576

Disclosures


Regulatory Event1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CTL SECURITIES LLC

CRD#: 147369

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