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Salvatore Modica

PTR
Collingswood, NJ 08108
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CRD#: 1103234
SM

Professional summary


Salvatore Modica is a registered financial professional currently at PTR, INC. located in Collingswood, New Jersey.

Salvatore is registered as a RR (Registered Representative) and started their career in finance in 2003. Salvatore has worked at 4 firms and has passed the Series 57TO, SIE, Series 25, Series 7, Series 14 and Series 4 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) - BD


Click below to view Salvatore Modica's CRS (Customer Relationship Summary).

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


Current

February 24, 2023 - Present

PTR, INC.

Office #1: 601 Haddon Avenue Suite 108, Collingswood, NJ 08108
BD
CRD#: 31559
Collingswood, NJ
Past

August 31, 2021 - March 9, 2023

DE PAOLA TRADING, INC.

BD
CRD#: 143625
NEW YORK, NY
Past

July 1, 2005 - July 1, 2009

GLOBAL EMERGING CAPITAL GROUP, LLC

BD
CRD#: 130120
NEW YORK, NY
Past

November 12, 2003 - March 10, 2009

ABN AMRO CLEARING USA LLC

BD
CRD#: 14020
CHICAGO, IL
Past

September 24, 2003 - September 1, 2021

PTR, INC.

BD
CRD#: 31559
COLLINGSWOOD, NJ

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 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 25
Date: 3/6/2007
NYSE Trading Assistant Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq PHLX LLC

Current Firm


PI
PTR, INC.
PTR, INC.

CRD#: 31559 / SEC#: , 8-39854

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
Mailing Address
601 Haddon Avenue Suite 108, Collingswood, NJ 08108
Phone number
(267) 318-7806
Established
Pennsylvania since 03/31/1988
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JAMES CROMPTON INCSHAREHOLDER
CROMPTON, JAMES SRCEO, PRESIDENT, SECRETARY, TREASURER, DIRECTOR57381
DEAHL, LIAM FRANKCHIEF COMPLIANCE OFFICER1681047
KRIM, ALAN MITCHELLCFO/FINOP2785337
MCBRIDE, DENNIS PATRICKDIRECTOR, BUSINESS DEVELOPMENT2322657

Disclosures


Regulatory Event28

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


PTR, INC.

CRD#: 31559Collingswood, NJ 08108

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