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JT

John A. Thompson

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CRD#: 727168
JT

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.

John Alfred Thompson, who also goes by B John Thompson, John A Thompson, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1981. John had worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


B John Thompson | John A 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.
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

March 6, 1996 - September 11, 1996

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH
Past

January 17, 1991 - July 21, 1995

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

April 2, 1981 - December 6, 1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

April 2, 1981 - December 6, 1990

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, 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: 1/18/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
POLARIS FINANCIAL SERVICES, INC.
GOLDEN BUCKEYE SECURITIES CORPORATION | POLARIS INVESTMENT CORP. | POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521 / SEC#: , 8-29480

BD
Terminated by SEC on 05/12/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 02/24/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE POLARIS GROUP, INC.PARENT
JEFFERSON PILOT SECURITIES CORPORATIONSTOCKHOLDER3870
ANGARELLA, RONALD RICHARDCHAIRMAN, PRESIDENT1785580
ARMSTRONG, DAVID EDWARDASSISTANT VICE PRESIDENT, MARKETING2465424
BOOTH, DAVID KENNETHVICE PRESIDENT, MARKETING2030529
BOULTER, WARREN THOMASVICE PRESIDENT, CHIEF COMPLIANCE OFFICER26914
CLIFFORD, LISA SCHLOSSERASSISTANT VICE PRESIDENT, COMPLIANCE1745774
HARDIMAN, CAROL ROBINSONVICE PRESIDENT, ADMINISTRATION831061
LEASE, SHARI JANESECRETARY2631744
MURRAY, MICHAEL FRANCISASSISTANT VICE PRESIDENT, INVESTMENT OPERATIONS2074275
WALCZAK, ROBERT JOSEPHOFFICER FOR INSURANCE PURPOSES456804
WESTON, JOHN ARTHURTREASURER1244146
WILBUR, DONNA MANNINGASSISTANT TREASURER2475466

Disclosures


Civil Event1
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


POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

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