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JR

Jeffrey T. Roblin

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CRD#: 6025945
JR

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.

Jeffrey Tyler Roblin, who also goes by Jeffrey T Roblin, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2012. Jeffrey had worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey T Roblin

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 5, 2014 - December 31, 2014

OHANESIAN / LECOURS, INC.

BD
CRD#: 23757
WEST HARTFORD, CT
Past

September 10, 2012 - September 16, 2013

DAVINCI CAPITAL MANAGEMENT, INC.

BD
CRD#: 46897
CAMBRIDGE, MA

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: 3/31/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


O/
OHANESIAN / LECOURS, INC.
BANNON & WHITNEY, INC. | OHANESIAN / LECOURS, INC. | GREAT AMERICAN INVESTMENT GROUP, INC. | BANNON, OHANESIAN & LECOURS, INC. | BANNON OHANESIAN & LECOURS, INC.

CRD#: 23757 / SEC#: 801-57016, 8-40729

BD
Terminated by SEC on 02/10/2019
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Contact information


Main Address
433 South Main Street Suite 104, West Hartford, CT 06110-9944
Mailing Address
Phone number
Established
Connecticut since 12/22/1988
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
LECOURS, RONALD GERARDVICE PRESIDENT, SECRETARY1109578
OHANESIAN, RICHARDPRESIDENT, TREASURER844545
BACKES, CLIFFORD BURTONSHAREHOLDER1295299
HART, SANDRA LEEVICE PRESIDENT1412984
JARVIS, CLIFFORD WILLIAM JRSHAREHOLDER1177496
RIZZIO, KENNETH ANTHONYSHAREHOLDER1173625
NICHOLSON, WILLIAM JOHNCHIEF COMPLIANCE OFFICER, REGISTERED OPTIONS PRINCIPAL, FINANCIAL OPERATIONS PRINCIPAL2632348

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


OHANESIAN / LECOURS, INC.

CRD#: 23757

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