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Joseph F. Scrudato

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CRD#: 1053209
JS

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.

Joseph Frank Scrudato, who also goes by Joe Scrudato, Joseph Frank Scruduto, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1982. Joseph had worked at 9 firms and has passed the Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Scrudato | Joseph Frank Scruduto

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

October 31, 2000 - October 16, 2002

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

October 1, 1997 - December 31, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

February 1, 1993 - October 1, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

December 18, 1989 - October 27, 1992

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

July 11, 1988 - November 29, 1989

FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.

BD
CRD#: 16201
Past

December 5, 1986 - June 7, 1988

WORLD FINANCIAL SERVICES, INC.

BD
CRD#: 18461
Past

January 17, 1983 - October 2, 1986

UNDERHILL ASSOCIATES, INCORPORATED

BD
CRD#: 6999
Past

November 5, 1982 - November 15, 1982

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

June 29, 1982 - February 23, 1983

VERRILLI ALTSCHULER SCHWARTZ INC.

BD
CRD#: 7203

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 7
Date: 6/19/1982
General Securities Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


US
USALLIANZ SECURITIES, INC.
LIFEUSA SECURITIES INC | USALLIANZ SECURITIES, INC. | LIFEUSA SECURITIES, INC.

CRD#: 40875 / SEC#: , 8-49216

BD
Terminated by SEC on 02/18/2007
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Contact information


Main Address
Mailing Address
Phone number
Established
Minnesota since 02/15/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICASHAREHOLDER
HOWELL, RUTH ANNETTECHIEF COMPLIANCE OFFICER, COMPLIANCE REGISTERED OPTIONS PRINCIPAL
INGERSOLL, THADDEUS WINTHROP IIICOMPLIANCE MANAGER, SENIOR REGISTERED OPTIONS PRINCIPAL2616975
JORGENSEN, MICHAEL JAMESPRESIDENT2676329
REITAN, EMILY SUZANNECHIEF FINANCIAL OFFICER & TREASURER5209812
VITIELLO, VINCENT GERARDCHAIRMAN OF THE BOARD1059845

Disclosures


Regulatory Event3

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


USALLIANZ SECURITIES, INC.

CRD#: 40875

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