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KG

Kenneth L. Gliwa

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CRD#: 1087236
KG

Professional summary


Kenneth Lawrence Gliwa was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Kenneth is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Kenneth had worked at 6 firms, which includes YANKEE FINANCIAL GROUP INC., GLENN MICHAEL FINANCIAL INC., PATAGON.COM SECURITIES CORP., G. K. SCOTT & CO. INC., SANDHURST SECURITIES LTD., INDIVIDUAL'S SECURITIES LTD..

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

March 6, 2001 - February 20, 2003

YANKEE FINANCIAL GROUP, INC.

BD
CRD#: 17966
MELVILLE, NY
Past

November 12, 1999 - April 6, 2001

GLENN MICHAEL FINANCIAL, INC.

BD
CRD#: 37912
MELVILLE, NY
Past

February 24, 1988 - August 17, 2000

PATAGON.COM SECURITIES CORP.

BD
CRD#: 21040
MIAMI BEACH, FL
Past

December 15, 1987 - March 31, 1988

G. K. SCOTT & CO., INC.

BD
CRD#: 3305
Past

May 9, 1986 - September 26, 1988

SANDHURST SECURITIES LTD.

BD
CRD#: 13831
Past

August 23, 1983 - October 28, 1986

INDIVIDUAL'S SECURITIES LTD.

BD
CRD#: 7279

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: 6/1/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 7/20/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


YF
YANKEE FINANCIAL GROUP, INC.
YANKEE FINANCIAL GROUP, INC.

CRD#: 17966 / SEC#: , 8-35997

BD
Terminated by SEC on 08/30/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 04/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KRESGE, RICHARD FRANCISCEO, PRESIDENT, MAJORITY SHAREHOLDER729077
BORGNER, RICHARD REISSVICE PRESIDENT, COMPLIANCE OFFICER1104666
CALISE, JAMES MARIO SROPTIONS PRINCIPAL38467

Disclosures


Regulatory Event4
Civil Event1
Arbitration1

Red Flags


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Company Information


YANKEE FINANCIAL GROUP, INC.

CRD#: 17966

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