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JD

James G. Dunn

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CRD#: 73579
JD

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.

James Gardner Dunn, who also goes by Jim Dunn, Jim Gardner, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1967. James had worked at 13 firms and has passed the Series 63, Series 3 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jim Dunn | Jim Gardner

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

August 22, 1988 - June 7, 1989

HANIFEN, IMHOFF SECURITIES CORP.

BD
CRD#: 10620
Past

June 26, 1987 - October 17, 1988

HANIFEN, IMHOFF INC.

BD
CRD#: 2126
Past

July 23, 1984 - July 9, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

June 19, 1983 - July 30, 1984

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

June 2, 1982 - July 20, 1984

RODMAN & RENSHAW INC.

BD
CRD#: 724
Past

October 1, 1980 - January 15, 1982

ENTERPRISE FUND DISTRIBUTORS, INC.

BD
CRD#: 883
Past

July 1, 1974 - November 16, 1978

GENERAL AMERICAN LIFE INSURANCE COMPANY

BD
CRD#: 3963
Past

October 31, 1973 - October 18, 1975

TIME EQUITIES, INC.

BD
CRD#: 4051
Past

August 7, 1973 - November 18, 1973

NORTH AMERICAN EQUITY CORPORATION

BD
CRD#: 623
Past

June 15, 1973 - November 18, 1973

INDEPENDENT SECURITIES CORPORATION

BD
CRD#: 262
Past

November 24, 1972 - June 15, 1973

EQUITY FUNDING SECURITIES CORP

BD
CRD#: 1000003
Past

April 18, 1972 - February 28, 1974

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Past

October 16, 1967 - March 16, 1971

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 12/30/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/3/1967
Registered Representative Examination

Current Firm


HI
HANIFEN, IMHOFF SECURITIES CORP.
HANIFEN, IMHOFF SECURITIES CORP. | J.S. GRACE COMPANY, INC.

CRD#: 10620 / SEC#: , 8-27488

BD
Terminated by FINRA on 04/12/1990
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/18/1982
Firm type
Corporation
Fiscal year end
December
# 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


HANIFEN, IMHOFF SECURITIES CORP.

CRD#: 10620

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