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JR

Jeffrey T. Recker

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CRD#: 1136487
JR

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.

Jeffrey Thomas Recker was a registered financial professional .

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

May 25, 2021 - February 7, 2025

BROOKWOOD SECURITIES PARTNERS, LLC

BD
CRD#: 35187
Pittsburgh, PA
Past

December 9, 2020 - May 3, 2021

CINCAP INVESTMENT GROUP, LLC

BD
CRD#: 118392
Pittsburgh, PA
Past

February 23, 2019 - June 15, 2020

ROSS, SINCLAIRE & ASSOCIATES, LLC

BD
CRD#: 25440
PITTSBURGH, PA
Past

June 21, 1994 - June 4, 2018

BNY MELLON CAPITAL MARKETS, LLC

BD
CRD#: 17454
PITTSBURGH, PA
Past

June 1, 1992 - July 12, 1993

WESTINGHOUSE SECURITIES CORPORATION

BD
CRD#: 17100
Past

December 22, 1988 - December 31, 1991

WESTINGHOUSE SECURITIES CORPORATION

BD
CRD#: 17100
Past

December 5, 1983 - October 22, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

May 25, 1983 - December 12, 1983

EASTMAN BANKS & DOLAN, INC.

BD
CRD#: 10828

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: 1/5/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BS
BROOKWOOD SECURITIES PARTNERS, LLC
BROOKWOOD SECURITIES PARTNERS, L.P. | BROOKWOOD SECURITIES PARTNERS, LLC

CRD#: 35187 / SEC#: , 8-46627

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


Main Address
138 Conant Street, Beverly, MA 01915
Mailing Address
138 Conant Street, Beverly, MA 01915
Phone number
(978) 720-7500
Established
Delaware since 05/17/1993
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (46 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BROOKWOOD FINANCIAL PARTNERS, LLCSOLE MEMBER
AYLES, ERICKA LEIGHFINOP6530897
STROUSS, MARCIA GREILICHCHIEF COMPLIANCE OFFICER1365779
TRKLA, THOMAS NICHOLASCHAIRMAN, CHIEF EXECUTIVE OFFICER1238366

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


BROOKWOOD SECURITIES PARTNERS, LLC

CRD#: 35187

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