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Thomas V. Cannizzaro

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CRD#: 1047227
TC

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.

Thomas Vincent Cannizzaro was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1982. Thomas had worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

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

April 14, 2009 - August 12, 2020

MUTUAL TRUST COMPANY OF AMERICA SECURITIES

BD
CRD#: 8494
SARASOTA, FL
Past

October 28, 2005 - January 22, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
SARASOTA, FL
Past

December 1, 2000 - October 27, 2005

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

December 7, 1998 - November 9, 2000

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 13, 1994 - December 3, 1998

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

September 4, 1990 - November 2, 1993

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

December 6, 1984 - February 2, 1988

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

March 10, 1984 - September 7, 1990

W.D.R. EQUITY RESOURCES, INC.

BD
CRD#: 14241
Past

July 1, 1982 - May 18, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

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: 6/7/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MT
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
FIRST DISCOUNT SECURITIES CORP. | MUTUAL TRUST COMPANY OF AMERICA SECURITIES | MUTUAL TRUST COMPANY OF AMERICA | MUTUAL TRUST CO. OF AMERICA SECURITIES | FIRST FEDERAL SECURITIES, INC.

CRD#: 8494 / SEC#: , 8-25547

BD
Terminated by SEC on 12/13/2024
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/24/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BANDES, JED EPRESIDENT722806
BANDES, JED ECHIEF COMPLIANCE OFFICER722806

Disclosures


Regulatory Event5

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


MUTUAL TRUST COMPANY OF AMERICA SECURITIES

CRD#: 8494

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