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GS

Gary J. Sherman

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CRD#: 822819
GS

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.

Gary Joseph Sherman was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1976. Gary had worked at 8 firms and has passed the Series 63, Series 3, Series 5, PC, Series 7, Series 53, Series 12, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 28, 2005 - February 16, 2005

JHS CAPITAL ADVISORS, LLC

BD
CRD#: 112097
TAMPA, FL
Past

January 1, 2005 - January 3, 2005

BLACKWELL DONALDSON & COMPANY

BD
CRD#: 7981
PORTLAND, OR
Past

February 7, 2002 - December 9, 2002

CGS FINANCIAL INC.

BD
CRD#: 43125
SCOTTSDALE, AZ
Past

December 16, 1997 - February 1, 2002

HERITAGE WEST SECURITIES, INC.

BD
CRD#: 30718
SCOTTSDALE, AZ
Past

September 15, 1994 - November 26, 1997

GAINEY FINANCIAL SERVICES, INC.

BD
CRD#: 27968
SCOTTSDALE, AZ
Past

January 12, 1993 - August 27, 1994

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

January 10, 1991 - December 1, 1992

C. M. BLAIR, W. O. FOSTER & CO., INC.

BD
CRD#: 6501
TOLUCA LAKE, CA
Past

May 20, 1976 - August 28, 1990

BOETTCHER & COMPANY, INC.

BD
CRD#: 101

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: 5/5/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 11/14/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
PC
Date: 7/19/1977
AMEX Put and Call Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 10/22/1980
NYSE Branch Manager Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JC
JHS CAPITAL ADVISORS, LLC
JHS CAPITAL ADVISORS, INC. | POINTE CAPITAL, LLC | POINTE CAPITAL, L.L.C. | POINTE CAPITAL, INC. | POINTE CAPITAL SECURITIES, L.L.C. | JHS CAPITAL ADVISORS, LLC

CRD#: 112097 / SEC#: 801-71238, 8-53232

BD
Terminated by SEC on 10/23/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/30/2011
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

JHS CAPITAL PART 2A (3/23/2015)

Direct owners and executive officers


NamePositionCRD#
JHS CAPITAL HOLDINGS, LLCOWNER
BENDERT, SCOTT JAMESCHIEF EXECUTIVE OFFICER5602806
CARTER, ANA ROUMENOVACFO/FINOP4424794
DUIS, DEBORA JEANNEDIRECTOR OF BRANCH SUPERVISION AND TRAINING2390411
TURNER, WILLIAM RINTERIM CHIEF COMPLIANCE OFFICER859497

Disclosures


Regulatory Event6
Arbitration2

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


JHS CAPITAL ADVISORS, LLC

CRD#: 112097

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