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JO

Joseph P. Orozco

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CRD#: 1019164
JO

Professional summary


Joseph Peter Orozco was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Joseph had worked at 7 firms, which includes 1717 CAPITAL MANAGEMENT COMPANY, HORNOR TOWNSEND & KENT LLC, TRIQUEST FINANCIAL INC., THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, MONY SECURITIES CORPORATION, JOHN HANCOCK DISTRIBUTORS LLC, SIGNATOR INVESTORS INC..

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

December 16, 2003 - April 7, 2005

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

October 26, 2000 - September 10, 2003

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

January 27, 1994 - October 24, 2000

TRIQUEST FINANCIAL, INC.

BD
CRD#: 6596
GLENDALE, CA
Past

November 1, 1988 - October 15, 1990

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

November 1, 1988 - February 9, 1994

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

March 5, 1985 - November 3, 1988

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
Past

April 13, 1983 - April 2, 1985

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

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


General Industry/Product Exam
RR
Series 6
Date: 4/12/1983
Investment Company Products/Variable Contracts Representative Examination

Current Firm


1C
1717 CAPITAL MANAGEMENT COMPANY
1717 CAPITAL MANAGEMENT COMPANY | PML SECURITIES COMPANY

CRD#: 4082 / SEC#: , 8-14657

BD
Terminated by SEC on 10/28/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 01/22/1969
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FOSTER, DOUGLAS WAYNEVICE PRESIDENT4395571

Disclosures


Regulatory Event4
Arbitration1
Bond3

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


1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

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