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JC

Joseph G. Chiulli

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CRD#: 1149276
JC

Professional summary


Joseph Giulio Chiulli 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 professional and started their career in finance in 1983. Prior to being barred, Joseph had worked at 6 firms, which includes STONEBRIDGE SECURITIES INC., MERIDIAN DUNHILL & CO. INC., DUNHILL EQUITIES INC., PRESIDENTIAL CAPITAL CORPORATION, ROTHSCHILD REGISTRY INTERNATIONAL INC., G. R. PHELPS & CO. 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

October 30, 1995 - January 26, 1998

STONEBRIDGE SECURITIES, INC.

BD
CRD#: 38602
LYNBROOK, NY
Past

October 3, 1994 - July 11, 1995

MERIDIAN, DUNHILL & CO., INC.

BD
CRD#: 15294
Past

June 8, 1988 - October 3, 1994

DUNHILL EQUITIES, INC.

BD
CRD#: 21822
GARDEN CITY, NY
Past

December 5, 1986 - September 1, 1988

PRESIDENTIAL CAPITAL CORPORATION

BD
CRD#: 17815
Past

July 15, 1985 - October 9, 1986

ROTHSCHILD REGISTRY INTERNATIONAL, INC.

BD
CRD#: 11014
Past

July 20, 1983 - December 17, 1984

G. R. PHELPS & CO., INC.

BD
CRD#: 173

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: 2/4/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SS
STONEBRIDGE SECURITIES, INC.
STONEBRIDGE SECURITIES, INC.

CRD#: 38602 / SEC#: , 8-48312

BD
Terminated by SEC on 02/12/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/18/1995
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


STONEBRIDGE SECURITIES, INC.

CRD#: 38602

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