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Scott Battle

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CRD#: 841289
SB

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 Battle was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1977. Scott had worked at 17 firms and has passed the Series 63, Series 7, Series 1 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

February 20, 2007 - October 12, 2007

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
NAPLES, FL
Past

January 21, 2005 - March 10, 2005

VESTPOINT SECURITIES, INC.

BD
CRD#: 27260
TAMPA, FL
Past

March 29, 2004 - January 25, 2005

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
EDEN PRAIRIE, MN
Past

April 12, 2000 - May 17, 2002

SOUTHERN FINANCIAL GROUP, INC.

BD
CRD#: 16714
COLUMBIA, SC
Past

April 14, 1998 - June 5, 1998

SOUTHERN FINANCIAL GROUP, INC.

BD
CRD#: 16714
COLUMBIA, SC
Past

June 2, 1997 - March 19, 1998

SOUTHERN CAPITAL SECURITIES, INC.

BD
CRD#: 27188
TAMPA, FL
Past

December 3, 1996 - May 27, 1997

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

February 7, 1996 - May 1, 1996

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

July 26, 1993 - November 28, 1995

OLD NAPLES SECURITIES, INC.

BD
CRD#: 17502
NAPLES, FL
Past

September 8, 1992 - December 9, 1992

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

April 21, 1992 - June 22, 1992

OLD NAPLES SECURITIES, INC.

BD
CRD#: 17502
NAPLES, FL
Past

August 8, 1991 - December 31, 1991

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

January 14, 1991 - June 21, 1991

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ROCKVILLE, MD
Past

June 14, 1990 - September 27, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 9, 1990 - June 19, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 9, 1990 - June 19, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

September 11, 1989 - February 17, 1990

DAVENPORT & COMPANY LLC

BD
CRD#: 1588
RICHMOND, VA
Past

February 27, 1987 - September 13, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
NEW YORK, NY
Past

January 21, 1987 - February 11, 1987

MARION BASS SECURITIES CORPORATION

BD
CRD#: 7961
Past

August 5, 1977 - March 25, 1978

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580

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: 11/26/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/31/1977
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


WS
WORKMAN SECURITIES CORPORATION
WORKMAN SECURITIES ADVISORY SERVICES | WORKMAN SECURITIES CORPORATION

CRD#: 31898 / SEC#: 801-65758, 8-45573

BD
Terminated by SEC on 12/02/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 12/10/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BDMA, INC.OWNER
GUSTAFSON, TRACY ANNEFINANCIAL & OPERATIONS PRINCIPAL5313898
MAXA, PAUL JACOBCEO, TREASURER, CCO AND CFO2059711
VIETOR, DANA BRUCEPRESIDENT & SECRETARY873129

Disclosures


Regulatory Event5
Arbitration4

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


WORKMAN SECURITIES CORPORATION

CRD#: 31898

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