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Dale E. Para

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CRD#: 1028917
DP

Professional summary


Dale Edward Para was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Dale is a previously registered financial professional and started their career in finance in 1982. Prior to being barred, Dale had worked at 4 firms, which includes WINDSOR STREET CAPITAL LP, ANDERSON & STRUDWICK INCORPORATED, JESUP & LAMONT SECURITIES CORP, ANTAEUS CAPITAL 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

August 23, 2011 - June 26, 2013

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
OXFORD, MA
Past

July 1, 2010 - August 24, 2011

ANDERSON & STRUDWICK, INCORPORATED

BD
CRD#: 48
OXFORD, MA
Past

January 2, 2004 - July 7, 2010

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
WORCESTER, MA
Past

March 2, 1982 - December 31, 2003

ANTAEUS CAPITAL, INC.

BD
CRD#: 627
LOS ANGELES, CA

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
RR
Series 63
Date: 4/20/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 12/2/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WS
WINDSOR STREET CAPITAL, LP
JANSSEN-MEYERS ASSOCIATES, L.P. | WINDSOR STREET CAPITAL, LP | ROAN/MEYERS ASSOCIATES, L.P. | ROAN-MEYERS ASSOCIATES, LP | MEYERS ASSOCIATES, L.P.

CRD#: 34171 / SEC#: , 8-46219

BD
Cancelled by SEC on 02/05/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 04/01/1993
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MEYERS SECURITIES CORP.GENERAL PARTNER

Disclosures


Regulatory Event37
Arbitration15

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


WINDSOR STREET CAPITAL, LP

CRD#: 34171

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