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Paul A. Vaughan

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CRD#: 832967
PV

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.

Paul Albert Vaughan JR was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1977. Paul had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 7 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

August 31, 2009 - December 26, 2014

WILBANKS SECURITIES, INC.

BD
CRD#: 40673
TUCKER, GA
Past

June 26, 2008 - September 11, 2009

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
TUCKER, GA
Past

May 2, 2001 - June 25, 2008

AMUNI FINANCIAL, INC.

BD
CRD#: 8365
CHARLOTTE, NC
Past

November 8, 1988 - April 12, 2001

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
CHARLOTTE, NC
Past

January 25, 1988 - November 14, 1988

FIRST ALLIANCE SECURITIES, INC.

BD
CRD#: 10254
Past

July 31, 1987 - February 1, 1988

CITADEL CAPITAL GROUP, INC.

BD
CRD#: 12976
Past

September 30, 1986 - August 8, 1987

LANE, MCNALLY & JACKSON, INC.

BD
CRD#: 11875
Past

March 21, 1983 - November 2, 1984

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

February 1, 1977 - March 28, 1983

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

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
IAR
Series 65
Date: 6/12/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 5/8/1984
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WILBANKS SECURITIES, INC.
WILBANKS SECURITIES, INC.

CRD#: 40673 / SEC#: , 8-49134

BD
Cancelled by SEC on 06/19/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Oklahoma since 03/01/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
WILBANKS, AARON BRONELLEPRESIDENT, CEO & CFO & CCO1983697
WILBANKS, RANDALL LEEVICE PRESIDENT2675482
SHARPE, STEVEN DANIELCO CHIEF COMPLIANCE OFFICER (CCCO)2359155

Disclosures


Regulatory Event12
Arbitration3

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


WILBANKS SECURITIES, INC.

CRD#: 40673

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