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AB

Anita K. Bogan

HARTFIELD, TITUS & DONNELLY
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 1135788
AB

Professional summary


Anita Kay Bogan, who also goes by Anita Kay Boyd, Anita Kay Cherry, Anita K Mehling, Anita Kay Mehling, is a registered financial professional currently at HARTFIELD, TITUS & DONNELLY, LLC located in Dallas, Texas.

Anita is registered as a RR (Registered Representative) and started their career in finance in 1985. Anita has worked at 5 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anita Kay Boyd | Anita Kay Cherry | Anita K Mehling | Anita Kay Mehling

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 Anita Kay Bogan'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

October 1, 1999 - Present

HARTFIELD, TITUS & DONNELLY, LLC

Office #1: 700 North Pearl Suite 2121, Dallas, TX 75201
BD
CRD#: 7117
Dallas, TX
Past

October 15, 1998 - January 5, 2000

TITUS & DONNELLY LLC

BD
CRD#: 7033
NEW YORK, NY
Past

November 21, 1994 - August 18, 1998

HARTFIELD, TITUS & DONNELLY, LLC

BD
CRD#: 7117
JERSEY CITY, NJ
Past

February 28, 1992 - October 18, 1994

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
JERSEY CITY, NJ
Past

September 10, 1990 - February 11, 1992

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

April 8, 1986 - May 8, 1990

HARTFIELD, TITUS & DONNELLY, LLC

BD
CRD#: 7117
JERSEY CITY, NJ
Past

December 6, 1985 - March 10, 1986

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(10/1/1999)

Exams


State Security Law Exam
RR
Series 63
Date: 12/11/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HT
HARTFIELD, TITUS & DONNELLY, LLC
HARTFIELD, TITUS & DONNELLY, LLC | J. F. HARTFIELD & CO., INC.

CRD#: 7117 / SEC#: , 8-18974

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


Main Address
111 Town Square Place, Jersey City, NJ 07310
Mailing Address
111 Town Square Place, Jersey City, NJ 07310
Phone number
(201) 217-5587
Established
New Jersey since 10/04/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PURPORA CONSULTING,INC.DIRECT OWNER
CALDAS, JOSEPH JAMESDIRECT OWNER501739
CARRINGTON, MICHAEL SUGHRUEDIRECT OWNER2716358
EMANUEL, PAUL JOSEPHDIRECT OWNER2330590
INFUSINO, RICHARD ANGELO JRDIRECT OWNER5668679
MUSTACCHIO, LOUIS JOSEPH JRDIRECT OWNER1656435
O'MALLEY, DEREK JOHNDIRECT OWNER4369620
PAULEY, MATTHEW CHRISTOPHERDIRECT OWNER2280671
FERRERI, CHRISTOPHER CHARLESDIRECT OWNER1677406
GEORGE, MICHAEL THEODOREFINOP & TREASURER
HOFFMAN, EDWARD KELLYDIRECT OWNER2295024
JOHNSON, MARYBETHDIRECT OWNER2123615
MCCUE, JAMES GERARDDIRECT OWNER2037468
MULVIHILL, CAROLYN CROWEDIRECT OWNER1968504
NOTINE, TODD ROBERTDIRECT OWNER1595766
PALLARINO, JOHN GUYDIRECT OWNER2282884
SMITH, EDWARD JOHNEXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, SECRETARY AND DIRECT OWNER4161601
VANDERBEEK, TAYLOR JAMESDIRECT OWNER6339397
VINJE, NATALIE GRIFFINDIRECT OWNER3135251

Disclosures


Regulatory Event1

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


HARTFIELD, TITUS & DONNELLY, LLC

CRD#: 7117Dallas, TX 75201

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