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Inactive

Jacqueline Ann Bos

B&C Financial Advisors

Ponte Vedra Beach, FL

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Current Employers
B&C Financial Advisors

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-11-20
  • FL RA
    APPROVED
    Since 2012-11-20

Branch Locations

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Butensky & Cohen Financial Security, Inc. Ponte Vedra Beach FL 03/1995 Present
  • 03/1995 → Present
    Butensky & Cohen Financial Security, Inc.
    Ponte Vedra Beach, FL
Other Businesses

110 Professional, LLC, 110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32081 Established for the purpose of Real Estate Investment Manager Relationship started 10/28/2020 Approximate hours/month devoted to LLC (2-3 hours) Hours devoted to LLC during securities trading hours (0 - 1 hour) Duties - Building management, account payables, accounting/tax prep

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-18
S63 Uniform Securities Agent State Law Examination 1994-08-22
  • S65 Uniform Investment Adviser Law Examination
    2012-09-18
  • S63 Uniform Securities Agent State Law Examination
    1994-08-22
Other Names
  • Jacqueline Ann Carroll
  • Jacqueline Ann Kean

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY
DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra Beach, FL
KESTRA ADVISORY SERVICES, LLC · Ponte Vedra Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PONTE VEDRA BEACH, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra Beach, FL

More in Ponte Vedra Beach, FL

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