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JD

Jeffrey B. Dubois

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CRD#: 844397
JD

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.

Jeffrey Brian Dubois, who also goes by Jeff Dubois, Jeffrey B Dubois, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1977. Jeffrey had worked at 12 firms and has passed the SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeff Dubois | Jeffrey B Dubois

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 1, 2014 - February 10, 2015

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

June 18, 2008 - December 31, 2011

CAPITAL CITY SECURITIES, LLC

BD
CRD#: 146001
POWELL, OH
Past

September 21, 2000 - December 31, 2007

REGIS SECURITIES CORPORATION

BD
CRD#: 103711
WESTERVILLE, OH
Past

January 15, 1997 - December 8, 1999

QUANTUM CAPITAL CORPORATION

BD
CRD#: 42307
COLUMBUS, OH
Past

June 12, 1995 - January 27, 1997

THE HAMILTON-SHEA GROUP, INC.

BD
CRD#: 37526
POMPANO BEACH, FL
Past

January 23, 1992 - May 26, 1995

OMNI FINANCIAL SECURITIES, INC.

BD
CRD#: 29320
COLUMBUS, OH
Past

March 18, 1991 - January 17, 1992

OMNI CAPITAL MARKETS, INCORPORATED

BD
CRD#: 23583
Past

October 15, 1987 - September 21, 1990

COLUMBUS EQUITIES INTERNATIONAL, INC.

BD
CRD#: 7559
Past

January 29, 1985 - November 3, 1987

FIRST SECURITIES CORPORATION OF COLUMBUS

BD
CRD#: 7923
Past

September 12, 1983 - February 6, 1985

J.C. BRADFORD & CO.

BD
CRD#: 1287
Past

September 26, 1978 - September 28, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

October 26, 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


General Industry/Product Exam
RR
SIE
Date: 2/10/2015
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MD
MEEDER DISTRIBUTION SERVICES, INC.
ADVISER DEALER SERVICES, INC. | WINSTON BROKERAGE, INC. | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER DISTRIBUTION SERVICES, INC. | CHURCHILL SECURITIES, INC. | CHURCHILL BROKERAGE, INC.

CRD#: 36773 / SEC#: , 8-47374

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
6125 Memorial Drive, Dublin, OH 43017-9767
Mailing Address
P.o. Box 7177, Dublin, OH 43017-9767
Phone number
(614) 766-7000
Established
Ohio since 12/27/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MEEDER INVESTMENT MANAGEMENT, INC.DIRECT OWNER
BRAND, TIMOTHY PETERSENIOR VICE PRESIDENT2369282
COOPER, DOUGLAS RICHARDPRESIDENT, SECRETARY AND TREASURER2697549
JENNINGS, DOUGLAS RICHARDCHIEF COMPLIANCE OFFICER6700237

Disclosures


Regulatory Event1

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


MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

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