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Thomas E. Russo

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CRD#: 1112623
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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 Eugene Russo, who also goes by Gene Thomas Russo, Thomas Gene R Russo, Gene Thomas, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1983. Thomas had worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gene Thomas Russo | Thomas Gene R Russo | Gene Thomas

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 18, 1989 - February 22, 1991

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
Past

August 16, 1989 - October 17, 1989

TAMARON INVESTMENTS, INC.

BD
CRD#: 14929
Past

June 27, 1989 - May 29, 1990

SECURITIES USA, INC.

BD
CRD#: 14799
Past

February 25, 1988 - June 15, 1989

WALL STREET WEST, INC.

BD
CRD#: 7529
Past

February 4, 1987 - February 18, 1988

LEVCO SECURITIES CORP.

BD
CRD#: 15483
Past

October 31, 1986 - February 25, 1987

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

February 5, 1985 - October 14, 1986

NORBAY SECURITIES INC.

BD
CRD#: 5431
Past

June 27, 1984 - December 21, 1984

CITIWIDE SECURITIES CORP.

BD
CRD#: 10707
Past

August 4, 1983 - April 2, 1984

NORBAY SECURITIES INC.

BD
CRD#: 5431
Past

April 19, 1983 - December 11, 1984

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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: 9/27/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


M&
MALONE & ASSOCIATES, INC.
MALONE & ASSOCIATES, INC.

CRD#: 10412 / SEC#: , 8-27337

BD
Cancelled by FINRA on 08/07/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 01/15/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


MALONE & ASSOCIATES, INC.

CRD#: 10412

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