2026-09-09 · teams

Jamar's continuing-education question, withdrawn the same afternoon

Jamar Anderson
Raw sourceAlso: 2 other sources

Jamar's continuing-education question, withdrawn the same afternoon — 2026-09-09

A single Teams message from Jamar at 11:18 AM ET asking whether JT handles continuing education or whether he should go elsewhere. He deleted it at 4:52 PM ET. Only the notification preview survives.

Summary

  • Preview text: "Hey Jeff, when it comes to our continuing education, is that something you can help us with or do I reach out to..." The remainder is not recoverable.
  • Seventy-four minutes later the Compliance Department's 2026 IAR Continuing Education reminder went to the IARs (12 NASAA credits by 2026-12-31, NASAA provider list, CRD deficiency if missed). That reminder answers the question as far as the preview goes.
  • Jamar deleted his message at 4:52 PM ET. No reply from JT is on the record, and none is needed unless Jamar re-raises it.
  • Rheece asked JT a related but different question (his lapsed FINRA Series 7 and 63) at 12:51 PM ET the same day; see the 2026-09-09 Rheece record. Jamar's "our" suggests the two of them were discussing CE together.

Decisions

  • Nothing raised.

They asked me for

  • Jamar Anderson: whether JT is the person to help with continuing education. Status: withdrawn by Jamar before any answer.

I asked them for

  • Nothing raised.

Concerns and frustrations raised

  • Nothing raised.

What they are focused on

  • Jamar Anderson: continuing-education requirements for himself and, by the wording, at least one colleague.

Doable / not doable / needs a decision

  • Nothing pending.

Action items

Mine

  • Nothing owed; if Jamar re-raises it, point him to the 2026-09-09 IAR CE reminder and confirm whether he is registered as an IAR (not on file). — (Notion: not pushed)

Theirs

  • Nothing pending.

Suggestions for me

  • Jamar's registration status is not on the record. If he is not an IAR, the NASAA CE requirement does not apply to him and a one-line note would close this cleanly.

Notable quotes

"Hey Jeff, when it comes to our continuing education, is that something you can help us with or do I reach out to..." — Jamar Anderson (notification preview; message deleted)