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RD

Ronald C. Dellaporta

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CRD#: 1035904
RD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Charles Dellaporta, who also goes by Ron Dellaporta, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1982. Ronald had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 51, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Dellaporta

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

September 8, 2008 - March 6, 2018

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
JACKSONVILLE, FL
Past

March 5, 2003 - December 31, 2007

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
JACKSONVILLE, FL
Past

January 4, 2001 - December 31, 2002

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
JACKSONVILLE, FL
Past

February 19, 1999 - November 27, 2007

ALLEGIANCE FINANCIAL ADVISORS, INC.

RIA
CRD#: 127293
JACKSONVILLE, FL
Past

September 19, 1990 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 19, 1990 - January 2, 2008

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
JACKSONVILLE, FL
Past

August 6, 1985 - November 27, 1990

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

June 21, 1982 - August 24, 1990

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN

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
IAR
Series 65
Date: 11/2/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CF
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CONCOURSE FINANCIAL GROUP ADVISORS | PROTECTIVE EQUITY SERVICES, INC. | PROEQUITIES, INC. | PROEQUITIES INC | INVESTMENT ADVISORS | CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708 / SEC#: 801-56010, 8-32590

BD
Terminated by SEC on 08/24/2025
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Contact information


Main Address
2801 Highway 280 South, Birmingham, AL 35223
Mailing Address
P.o. Box 518, Birmingham, AL 35201-0518
Phone number
(800) 288-3035
Established
Alabama since 07/11/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
885

FINRA licenses (2 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

CONCOURSE FINANCIAL GROUP SECURITIES ADV PART 2 BROCHURE 2024 (3/26/2024)

Direct owners and executive officers


NamePositionCRD#
PROTECTIVE LIFE CORPORATIONPARENT
MCCRELESS, KEVIN LUCIUSCHIEF COMPLIANCE OFFICER5180100

Regulatory assets under management


Total Number of Accounts20,957
AUM (Assets Under Management)$ 4,373,015,542

Disclosures


Regulatory Event64
Arbitration5

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


CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

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