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TS

Thomas E. Sears

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CRD#: 843446
TS

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.

Thomas Emerson Sears III, who also goes by Thomas Emerson Sears, Tom Sears III, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1977. Thomas had worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Emerson Sears | Tom Sears Iii

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

October 17, 1998 - April 18, 2001

S&P INVESTORS, INC.

BD
CRD#: 18421
DALLAS, TX
Past

October 20, 1993 - November 6, 1998

FETTERMAN INVESTMENTS, INC.

BD
CRD#: 17028
DALLAS, TX
Past

July 23, 1987 - September 20, 1993

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

September 12, 1984 - July 24, 1987

HILLTOP SECURITIES INC.

BD
CRD#: 6220
Past

June 1, 1982 - September 14, 1984

INSTITUTIONAL EQUITY CORPORATION

BD
CRD#: 4035
Past

October 3, 1977 - June 10, 1982

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260

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: 6/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/24/1985
General Securities Principal Examination

Current Firm


SI
S&P INVESTORS, INC.
MCGARRAHAN HEPWORTH, INC. | S&P INVESTORS, INC. | S & P INVESTORS, INC.

CRD#: 18421 / SEC#: , 8-36653

BD
Terminated by SEC on 11/23/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 08/20/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
POTTER, STUART GOODWIN JRPRESIDENT366432
POTTER, STUART GOODWIN JRCHIEF COMPLIANCE OFFICER366432
ANDREW, EDWARD KENNARDSHAREHOLDER842289
HEPWORTH, MARK LAYTONSTOCKHOLDER709274
POTTER, ELIZABETH MITCHELLSECRETARY2144121
WATKINS, DON EDWARDFINANCIAL OPERATIONS PRINCIPLE,SCROP1262482

Disclosures


Regulatory Event4

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


S&P INVESTORS, INC.

CRD#: 18421

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