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JA

Joseph K. Aylward

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CRD#: 1127162
JA

Professional summary


Joseph Kesl Aylward was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial advisor and started their career in finance in 1983. Prior to being barred, Joseph had worked at 3 firms, which includes DOMINICK & DICKERMAN LLC, UBS FINANCIAL SERVICES INC., MORGAN STANLEY DW INC..

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

August 14, 2008 - January 2, 2009

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
ATLANTA, GA
Past

August 19, 2005 - August 12, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

August 19, 2005 - August 12, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

December 18, 2002 - August 23, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ATLANTA, GA
Past

May 26, 1983 - August 23, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
IAR
Series 65
Date: 2/29/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


D&
DOMINICK & DICKERMAN LLC
DOMINICK & DICKERMAN LLC | DOMINICK INVESTOR SERVICES CORPORATION | DOMINICK & DOMINICK, INCORPORATED | DOMINICK & DOMINICK LLC

CRD#: 7344 / SEC#: 801-63247, 8-21076

BD
Terminated by SEC on 09/19/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/30/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

DOMINICK & DOMINICK LLC ADV PART 2 (8/28/2014)

Direct owners and executive officers


NamePositionCRD#
DM TRUSTOWNER
DERBY WEST LLCTRUSTEE OF DM TRUST
HLADEK, ROBERT MICHAELCEO
HLADEK, ROBERT MICHAELSR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER2199923

Disclosures


Regulatory Event23
Arbitration11
Bond1

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


DOMINICK & DICKERMAN LLC

CRD#: 7344

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