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TW

Theresa C. Wilson

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CRD#: 708051
TW

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.

Theresa Champany Wilson, who also goes by Terry Champany, Theresa Irene Champany, was a registered financial professional .

Theresa is a previously registered financial professional and started their career in finance in 1980. Theresa had worked at 6 firms and has passed the Series 63, Series 7, Series 22, Series 1 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Terry Champany | Theresa Irene Champany

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

October 3, 2011 - February 15, 2012

SELECT CAPITAL CORPORATION

BD
CRD#: 145997
LADERA RANCH, CA
Past

March 30, 2009 - October 3, 2011

U.S. SELECT SECURITIES LLC

BD
CRD#: 133082
LADERA RANCH, CA
Past

March 10, 2006 - January 6, 2009

PACIFIC CORNERSTONE CAPITAL INCORPORATED

BD
CRD#: 40397
IRVINE, CA
Past

July 20, 1994 - February 28, 2006

WNC CAPITAL CORPORATION

BD
CRD#: 36174
IRVINE, CA
Past

October 14, 1992 - July 29, 1994

U.S. SECURITIES CLEARING CORP.

BD
CRD#: 15403
SAN DIEGO, CA
Past

May 6, 1980 - January 6, 1986

MCCOMBS SECURITIES CO., INC.

BD
CRD#: 565

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: 1/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/21/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


SC
SELECT CAPITAL CORPORATION
SELECT CAPITAL CORPORATION

CRD#: 145997 / SEC#: , 8-67772

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


Main Address
8066 Park Lane T-808, Dallas, TX 75231
Mailing Address
8066 Park Lane T-808, Dallas, TX 75231
Phone number
(949) 547-0922
Established
California since 11/08/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
BBI CAPITAL LLCSHAREHOLDER
MAHOGANY CAPITAL, LLCSHAREHOLDER
DAMBLY, BURKE AMBROSEPRESIDENT, CFO, CCO4748380
DAMBLY, BURKE AMBROSEEXECUTIVE REPRESENTATIVE4748380
WALSH, JAMES MATTHEWCHAIRMAN, CEO4545303

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


SELECT CAPITAL CORPORATION

CRD#: 145997

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