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Barry A. Bates

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CRD#: 720797
BB

Professional summary


Barry Alan Bates was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Barry is a previously registered financial professional and started their career in finance in 1980. Prior to being barred, Barry had worked at 6 firms, which includes TAMARON INVESTMENTS INC., BRENNAN ROSS SECURITIES INC., ROYCE PARK INVESTMENTS INC., J. W. GANT & ASSOCIATES INC., CHESLEY AND DUNN INC., OTC NET INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barry Allen Bates

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

January 17, 1991 - June 25, 1993

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
ENGLEWOOD, CO
Past

November 10, 1986 - December 17, 1990

BRENNAN ROSS SECURITIES, INC.

BD
CRD#: 18363
Past

July 10, 1985 - October 31, 1986

ROYCE PARK INVESTMENTS, INC.

BD
CRD#: 16539
Past

December 6, 1984 - June 17, 1985

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

July 18, 1981 - December 10, 1984

CHESLEY AND DUNN, INC.

BD
CRD#: 8362
Past

December 29, 1980 - July 17, 1981

OTC NET INCORPORATED

BD
CRD#: 7756

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: 1/23/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/1985
General Securities Principal Examination

Current Firm


TI
TAMARON INVESTMENTS, INC.
NATIONAL SECURITIES NETWORK, INC. | TAMARON INVESTMENTS, INC. | PFAMCO FUNDS

CRD#: 14929 / SEC#: , 8-31412

BD
Cancelled by SEC on 06/19/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/18/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


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


TAMARON INVESTMENTS, INC.

CRD#: 14929

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