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Curtis P. Miller

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CRD#: 842088
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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.

Curtis Paul Miller was a registered financial professional .

Curtis is a previously registered financial professional and started their career in finance in 1977. Curtis had worked at 11 firms and has passed the Series 63, Series 7, Series 24 and Series 8 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

June 17, 2010 - May 15, 2012

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

September 15, 2008 - April 9, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
HONOLULU, HI
Past

April 23, 2008 - June 11, 2008

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
FORT SHAFTER, HI
Past

January 27, 2005 - May 20, 2008

GBS FINANCIAL CORP.

BD
CRD#: 16906
SANTA ROSA, CA
Past

March 19, 2002 - January 31, 2005

SECU BROKERAGE SERVICES

BD
CRD#: 19899
RALEIGH, NC
Past

November 18, 1994 - April 2, 2002

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

July 13, 1994 - November 15, 1994

LONDON PACIFIC SECURITIES, INC.

BD
CRD#: 25089
SACRAMENTO, CA
Past

February 20, 1990 - June 30, 1994

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

March 14, 1989 - February 14, 1990

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322
Past

July 30, 1985 - March 11, 1989

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
SAN DIEGO, CA
Past

September 26, 1978 - August 19, 1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

September 1, 1977 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

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: 1/21/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/31/1985
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


GF
GBS FINANCIAL CORP.
GBS ADVISORS | GBS FINANCIAL CORPORATION | GBS FINANCIAL CORP.

CRD#: 16906 / SEC#: 801-60744, 8-34631

BD
Terminated by SEC on 02/11/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/23/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GLOISTEN, DONALD GERARDCHIEF EXECUTIVE OFFICER223175
GLOISTEN, GERARD PAULPRESIDENT2579962
KINKADE, STEPHEN ROYFINANCIAL AND OPERATION PRINCIPAL833549
MORRILL, LYNN SUECHIEF COMPLIANCE OFFICER & REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL1031518

Disclosures


Regulatory Event1
Arbitration1

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


GBS FINANCIAL CORP.

CRD#: 16906

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