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JC

Jay L. Carpenter

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CRD#: 857367
JC

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.

Jay Lynn Carpenter was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 1978. Jay had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 24, Series 10 and Series 9 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

August 6, 2014 - October 2, 2014

BRAVER STERN SECURITIES LLC

RIA
CRD#: 29108
CHICAGO, IL
Past

December 6, 2013 - October 2, 2014

BRAVER STERN SECURITIES LLC

BD
CRD#: 29108
CHICAGO, IL
Past

May 25, 2012 - December 17, 2013

SANCTUARY SECURITIES, INC.

RIA
CRD#: 205
CHICAGO, IL
Past

May 25, 2012 - December 17, 2013

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
CHICAGO, IL
Past

May 17, 2006 - May 25, 2012

CITY SECURITIES CORPORATION

RIA
CRD#: 1459
SOUTH BEND, IN
Past

May 12, 2006 - May 25, 2012

CITY SECURITIES CORPORATION

BD
CRD#: 1459
SOUTH BEND, IN
Past

May 11, 2005 - May 15, 2006

J. B. HANAUER & CO.

RIA
CRD#: 6958
WEST PALM BEACH, FL
Past

October 29, 2003 - May 15, 2006

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ
Past

March 11, 2002 - November 21, 2003

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
CHICAGO, IL
Past

March 9, 2002 - November 21, 2003

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

August 30, 1993 - March 9, 2002

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

February 29, 1988 - January 6, 1992

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

February 28, 1988 - January 6, 1992

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

January 18, 1982 - March 23, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

August 5, 1981 - September 19, 1981

TALON SECURITIES, INC.

BD
CRD#: 8518
Past

April 3, 1979 - August 11, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

September 25, 1978 - April 26, 1979

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361

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
IAR
Series 65
Date: 2/3/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/29/2012
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BS
BRAVER STERN SECURITIES LLC
BRAVER STERN & CO. SECURITIES, LLC | WHITE, WELD & CO. WEALTH MANAGEMENT | WHITE, WELD & CO. SECURITIES, LLC | WHITE, WELD & CO. SECURITES, LLC | HALSEY, STUART & CO. ASSET MANAGEMENT, LLC | BRAVER, STERN SECURITIES CORP. | BRAVER STERN SECURITIES LLC | BRAVER STERN SECURITES LLC

CRD#: 29108 / SEC#: 801-79168, 8-43611

BD
Terminated by SEC on 01/02/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/07/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

HALSEY STUART (6/26/2014)

Direct owners and executive officers


NamePositionCRD#
BRAVER STERN & CO. FINANCIAL SERVICES, LLCOWNER / MEMBER
RANKEL, WILLIAM EDWINFIN/OP2074785
SANICOLA, LAWRENCECHIEF COMPLIANCE OFFICER / MANAGING MEMBER703184

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


BRAVER STERN SECURITIES LLC

CRD#: 29108

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