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Bufort Leftwich

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CRD#: 840547
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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.

Bufort Leftwich JR, who also goes by Buddy Leftwich, Bufort Leftwich, was a registered financial professional .

Bufort is a previously registered financial professional and started their career in finance in 1977. Bufort had worked at 11 firms and has passed the Series 63, Series 22, Series 3 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Buddy Leftwich | Bufort Leftwich

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 24, 2006 - February 17, 2006

TEXAS E&P PARTNERS, INC.

BD
CRD#: 127228
RICHARDSON, TX
Past

October 30, 2003 - April 25, 2005

AMERICAN LANDMARK SECURITIES, INC.

BD
CRD#: 42187
IRVING, TX
Past

August 26, 2003 - October 30, 2003

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

February 24, 2003 - July 22, 2003

DIESEL ENERGY INTERNATIONAL, L.L.C.

BD
CRD#: 104484
DALLAS, TX
Past

November 20, 2002 - February 6, 2003

KDN SECURITIES, INC.

BD
CRD#: 102960
DALLAS, TX
Past

November 30, 2001 - February 14, 2002

MORGAN SPAULDING, INC.

BD
CRD#: 44604
DALLAS, TX
Past

July 9, 2001 - December 4, 2001

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

October 30, 2000 - June 11, 2001

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

January 20, 1999 - May 7, 1999

TEXAKOMA FINANCIAL, INC.

BD
CRD#: 16910
PLANO, TX
Past

October 26, 1998 - December 31, 1998

GRAND FINANCIAL, INC.

BD
CRD#: 19571
ADDISON, TX
Past

February 3, 1998 - March 4, 1998

LONE STAR SECURITIES, INC.

BD
CRD#: 20452
ADDISON, TX
Past

July 25, 1977 - November 24, 1978

WADDELL & REED

BD
CRD#: 866

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: 4/2/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/21/1977
Registered Representative Examination

Current Firm


TE
TEXAS E&P PARTNERS, INC.
CHESTNUT ENERGY PARTNERS, INC. | TEXAS E&P PARTNERS, INC. | PLUMMER SECURITIES, INC. | CHESTNUT EXPLORATION PARTNERS, INC.

CRD#: 127228 / SEC#: , 8-65968

BD
Terminated by SEC on 11/22/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 09/05/2002
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PLUMMER HOLDINGS CORP.PARENT COMPANY

Disclosures


Regulatory Event4
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


TEXAS E&P PARTNERS, INC.

CRD#: 127228

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