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William L. Atkinson

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CRD#: 8527
WA

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.

William Laird Atkinson was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1967. William had worked at 17 firms and has passed the Series 63, Series 1 and Series 00 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

May 13, 1996 - August 3, 2001

AMERICAN PACIFIC SECURITIES, INC.

BD
CRD#: 2532
SAN CLEMENTE, CA
Past

January 4, 1996 - February 29, 1996

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

January 17, 1995 - November 10, 1995

J. A. OVERTON & CO., INC.

BD
CRD#: 2960
SAN DIEGO, CA
Past

July 6, 1992 - July 13, 1993

BURNETT, GREY & CO., INC.

BD
CRD#: 23430
ATLANTA, GA
Past

April 2, 1992 - April 27, 1992

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

June 11, 1990 - February 12, 1991

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

March 1, 1989 - December 19, 1989

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

April 19, 1988 - December 1, 1988

INDEPENDENT INVESTMENT BROKERS OF AMERICA

BD
CRD#: 20635
Past

March 18, 1988 - April 5, 1988

VALUE EQUITIES CORPORATION

BD
CRD#: 13316
Past

June 22, 1983 - December 11, 1987

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

January 31, 1983 - August 31, 1983

REGIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 13235
Past

February 2, 1979 - August 2, 1982

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871
Past

November 7, 1977 - October 1, 1982

BALOGH SECURITIES, INC.

BD
CRD#: 7296
Past

November 17, 1976 - July 15, 1977

SHEARSON HAYDEN STONE INC.

BD
CRD#: 7295
Past

September 5, 1975 - November 17, 1976

SHEARSON HAYDEN STONE INC.

BD
CRD#: 6774
Past

April 1, 1975 - September 4, 1975

LOEB RHOADES & CO

BD
CRD#: 1000004
Past

June 11, 1974 - April 12, 1975

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

July 10, 1967 - February 9, 1974

CHAPLIN MCGUINESS & CO

BD
CRD#: 1000002

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: 6/6/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 12/27/1962
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 6/27/1967
General Securities Principal Examination

Current Firm


AP
AMERICAN PACIFIC SECURITIES, INC.
AMERICAN PACIFIC SECURITIES, INC. | SY LEAVITT COMPANY, INC. | SY LEAVITT & COMPANY

CRD#: 2532 / SEC#: , 8-4763

BD
Terminated by SEC on 07/02/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 02/01/1997
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NEW HAVEN CAPITAL, INC.CALIFORNIA CORPORATION - HOLDING COMPANY
JOY, CHARLISEFINOP2765340
SCHURMANN, WILLIAM JOSEPHPRESIDENT, ASSISTANT COMPLIANCE OFFICER807536
YADRON, ROBERTCOMPLIANCE OFFICER473869

Disclosures


Regulatory Event2
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


AMERICAN PACIFIC SECURITIES, INC.

CRD#: 2532

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