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SW

Scott W. Winter

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CRD#: 830400
SW

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.

Scott Warren Winter, who also goes by Scott W Winter, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1976. Scott had worked at 12 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott W Winter

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

December 7, 2012 - December 7, 2016

FUSION ANALYTICS SECURITIES LLC

BD
CRD#: 124245
CORAL SPRINGS, FL
Past

September 1, 2010 - November 29, 2010

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

October 5, 2009 - January 19, 2010

MERIDIAN EQUITY PARTNERS, INC.

BD
CRD#: 133849
NEW YORK, NY
Past

June 3, 2002 - November 20, 2008

BGC FINANCIAL, L.P.

BD
CRD#: 19801
NEW YORK, NY
Past

July 3, 2000 - January 3, 2002

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
NEW YORK, NY
Past

November 5, 1998 - July 3, 2000

ASIEL & CO. LLC

BD
CRD#: 1112
NEW YORK, NY
Past

July 25, 1996 - March 18, 1998

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

June 11, 1994 - March 23, 1995

CEDAR STREET SECURITIES CORP.

BD
CRD#: 26600
NEW YORK, NY
Past

November 2, 1992 - June 1, 1994

KEANE SECURITIES CO., INC.

BD
CRD#: 8452
NEW YORK, NY
Past

August 18, 1987 - November 30, 1990

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

April 5, 1984 - April 6, 1987

WECHSLER & CO., INC.

BD
CRD#: 3719
Past

August 16, 1983 - February 6, 1984

WALSH, GREENWOOD & CO.

BD
CRD#: 8068
Past

August 29, 1980 - July 13, 1983

WECHSLER & CO., INC.

BD
CRD#: 3719
Past

December 1, 1976 - August 18, 1980

ASIEL & CO. LLC

BD
CRD#: 1112

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: 12/10/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/10/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1984
General Securities Principal Examination

Current Firm


FA
FUSION ANALYTICS SECURITIES LLC
FUSION ANALYTICS SECURITIES LLC | INDEX SECURITIES, LLC

CRD#: 124245 / SEC#: , 8-65649

BD
Terminated by SEC on 03/13/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 08/21/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FUSION ANALYTICS HOLDINGS, LLCOWNER
CONTE, MICHAEL JAMESCHIEF EXECUTIVE OFFICER2646071
MEGENITY, BRIAN MCDONALDCCO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER2889637

Disclosures


Regulatory Event4
Arbitration1
Judgment/Lien1

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


FUSION ANALYTICS SECURITIES LLC

CRD#: 124245

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