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Neal A. Impellizeri

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CRD#: 1195207
NI

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.

Neal Anthony Impellizeri, who also goes by Neal Impellizeri, was a registered financial professional .

Neal is a previously registered financial professional and started their career in finance in 1983. Neal had worked at 13 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neal Impellizeri

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

January 4, 2006 - August 1, 2007

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
SYOSSET, NY
Past

September 8, 2003 - December 31, 2005

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL
Past

August 14, 2003 - September 5, 2003

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

September 20, 2002 - July 31, 2003

BENCHMARK SECURITIES GROUP, INC.

BD
CRD#: 103760
OKLAHOMA CITY, OK
Past

February 20, 2001 - October 17, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

October 16, 1998 - February 20, 2001

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

September 10, 1997 - September 29, 1998

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

March 8, 1997 - September 5, 1997

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

BD
CRD#: 37710
NEW YORK, NY
Past

May 30, 1996 - March 18, 1997

SHAMUS GROUP, INC.

BD
CRD#: 5036
Past

April 29, 1992 - May 23, 1996

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

April 2, 1990 - April 9, 1992

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

September 16, 1985 - April 5, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 11, 1983 - September 18, 1985

NORBAY SECURITIES INC.

BD
CRD#: 5431
Past

September 23, 1983 - January 27, 1984

BROOKS, HAMBURGER, SATNICK, INC.

BD
CRD#: 7886

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: 11/14/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TC
THE CONCORD EQUITY GROUP, LLC
CONCORD EQUITY GROUP ADVISORS LLC | THE CONCORD EQUITY GROUP, LLC | THE CONCORD EQUITY GROUP | LAESSIG INVESTMENT COMPANY

CRD#: 14569 / SEC#: , 8-35226

BD
Terminated by SEC on 10/13/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 06/10/1975
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WASHINGTON ASSOCIATES 205 LLCPARENT COMPANY - BROKER-DEALER ONLY
DIOGUARDI, WILLIAM PAULCHAIRMAN1005567
MIN, SUNG SIKCFO/FINOP1025256

Disclosures


Regulatory Event5
Arbitration2
Bond1

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


THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

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