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GS

George M. Santangelo

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CRD#: 1089021
GS

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.

George M Santangelo, who also goes by George Michael Santangelo, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1983. George had worked at 6 firms and has passed the Series 63, Series 7, Series 55, Series 3, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Michael Santangelo

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

November 30, 2007 - October 20, 2008

TAFFERER TRADING, LLC

BD
CRD#: 36816
NEW YORK, NY
Past

December 18, 2001 - September 25, 2003

FIRST HUDSON FINANCIAL GROUP, INC.

BD
CRD#: 32926
NEW YORK, NY
Past

October 19, 2000 - August 21, 2003

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 23, 1989 - October 26, 2000

SHARPE CAPITAL, INC.

BD
CRD#: 18452
NEW YORK, NY
Past

May 5, 1987 - October 26, 1988

EXECUTION SERVICES INCORPORATED

BD
CRD#: 7570
Past

January 19, 1983 - February 26, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

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: 2/19/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/3/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TT
TAFFERER TRADING, LLC
HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. | TAFFERER TRADING, LLC | ON-LINE INVESTMENT SERVICES, INC. | HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C.

CRD#: 36816 / SEC#: , 8-47474

BD
Terminated by SEC on 02/18/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/25/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HOLD BROTHERS INC.HOLDING CORPORATION
HOLD, GREGORY FRANCISCHIEF EXECUTIVE OFFICER2169408

Disclosures


Regulatory Event29
Civil Event1
Arbitration1

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


TAFFERER TRADING, LLC

CRD#: 36816

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