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Tadd A. Lindsay

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CRD#: 1129195
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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.

Tadd Alan Lindsay SR. was a registered financial professional .

Tadd is a previously registered financial professional and started their career in finance in 2001. Tadd had worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 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)


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

April 10, 2012 - October 27, 2020

MPI SECURITIES, INC.

BD
CRD#: 38192
Wheaton, IL
Past

November 6, 2009 - July 12, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

October 30, 2009 - July 12, 2010

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CHICAGO, IL
Past

June 5, 2001 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHICAGO, IL
Past

February 20, 2001 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL

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: 12/9/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/2007
General Securities Principal Examination

Current Firm


MS
MPI SECURITIES, INC.
MPI SECURITIES, INC.

CRD#: 38192 / SEC#: , 8-48125

BD
Terminated by SEC on 12/25/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 01/27/1995
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HASSAN, JOSEPH CSHAREHOLDER/BOARD MEMBER6011320
KERRIGAN, DANFINOP & PRESIDENT5313064
KERRIGAN, DANSHAREHOLDER/DIRECTOR5313064
LINGERFIELD, MARK ERICSHAREHOLDER/BOARD MEMBER6011316
MEYERS, ROY HOWARDSHAREHOLDER/BOARD MEMBER2595601
POVLICH, TODD GEOFFREYSHAREHOLDER6011335
SCHUMAN, DEBORAHSHAREHOLDER1098812
VARGA, JOHN LAWRENCE IIISHAREHOLDER6011333
JASEY, TRACEY MCHIEF COMPLIANCE OFFICER5469121

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


MPI SECURITIES, INC.

CRD#: 38192

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