🏦LTB
Series 63: Remedies & Administrative Provisions
Series 63 practice questionhardAdministrator Powers — Jurisdiction

In a state-administrator case study, the scenario starts here. Prioritize the registration trigger and ignore irrelevant noise. A broker-dealer incorporated in State A with its principal office in State B has a client in State C who was sold unregistered securities. Which state Administrator(s) have jurisdiction to take action?

  1. AOnly the Administrator of State A, where the firm is incorporated
  2. BOnly the Administrator of State B, where the principal office is located
  3. COnly the SEC, since multiple states are involved
  4. DAny state where the offer or sale was directed, including State C✓ Correct answer
Explanation

Why DAny state where the offer or sale was directed, including State C

Under USA Section 401, the act applies whenever an offer to sell or buy is made or accepted in the state, or when any act constituting part of the transaction occurs in the state. State C's Administrator has jurisdiction because the sale was directed to a client in that state. This version tests the same concept with a different fact pattern wrapper.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 646+ Series 63 questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Remedies & Administrative Provisions questions