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RZ

Ralph A. Zulferino

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CRD#: 1162679
RZ

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.

Ralph Anthony Zulferino was a registered financial professional .

Ralph is a previously registered financial professional and started their career in finance in 1986. Ralph had worked at 6 firms and has passed the Series 63, Series 55, 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

July 29, 2004 - September 14, 2005

TAFFERER TRADING, LLC

BD
CRD#: 36816
NEW YORK, NY
Past

October 30, 2001 - March 31, 2004

RUSHMORE CAPITAL, INC.

BD
CRD#: 5940
MONTVALE, NJ
Past

August 22, 2001 - March 31, 2004

DOMESTIC SECURITIES, INC.

BD
CRD#: 34721
MONTVALE, NJ
Past

January 1, 1996 - October 2, 2001

ALL-TECH DIRECT, INC.

BD
CRD#: 13992
MONTVALE, NJ
Past

October 17, 1994 - May 5, 1995

A.B. WATLEY, INC.

BD
CRD#: 797
NEW YORK, NY
Past

January 8, 1986 - December 17, 1987

ALLIED CAPITAL GROUP, INC.

BD
CRD#: 13146

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: 3/20/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 5/11/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TT
TAFFERER TRADING, LLC
HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. | TAFFERER TRADING, LLC | ON-LINE INVESTMENT SERVICES, INC. | HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C.

CRD#: 36816 / SEC#: , 8-47474

BD
Terminated by SEC on 02/18/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/25/2002
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HOLD BROTHERS INC.HOLDING CORPORATION
HOLD, GREGORY FRANCISCHIEF EXECUTIVE OFFICER2169408

Disclosures


Regulatory Event29
Civil Event1
Arbitration1

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


TAFFERER TRADING, LLC

CRD#: 36816

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