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HG

Harry J. Gobora

OPTIONALITY SECURITIES
West Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 1201577
HG

Professional summary


Harry James Gobora III, who also goes by Harry J Gobora III, is a registered financial professional currently at OPTIONALITY SECURITIES located in West Conshohocken, Pennsylvania.

Harry is registered as a RR (Registered Representative) and started their career in finance in 1984. Harry has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 4 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harry J Gobora Iii

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 Harry James Gobora III's CRS (Customer Relationship Summary).
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

January 18, 2024 - Present

OPTIONALITY SECURITIES

Office #1: 200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428
BD
CRD#: 313329
West Conshohocken, PA
Past

August 20, 2015 - January 25, 2017

SPIRE SECURITIES, LLC

BD
CRD#: 144131
Conshohocken, PA
Past

September 26, 2007 - June 30, 2015

DREXEL HAMILTON, LLC

BD
CRD#: 143570
PHILADELPHIA, PA
Past

February 23, 2007 - November 30, 2007

DREXEL HAMILTON FINANCIAL, LLC

RIA
CRD#: 142213
PHILADELPHIA, PA
Past

October 31, 1997 - April 3, 2000

REPUBLIC NEW YORK SECURITIES CORPORATION

BD
CRD#: 29659
NEW YORK, NY
Past

January 14, 1987 - May 24, 1989

LAVERELL, REYNOLDS SECURITIES, INC.

BD
CRD#: 17456
Past

June 3, 1985 - January 1, 1987

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

July 9, 1984 - June 13, 1985

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

April 18, 1984 - June 15, 1984

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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
Connecticut
(1/19/2024)
RR
Florida
(1/19/2024)
RR
Idaho
(1/23/2024)
RR
Louisiana
(5/8/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 7/19/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/14/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


OS
OPTIONALITY SECURITIES
OPTIONALITY SECURITIES | OPTIONALITY SECURITIES, LLC

CRD#: 313329 / SEC#: , 8-70680

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


Main Address
200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428
Mailing Address
200 Barr Harbor Drive Suite 400, West Conshohocken, PA 19428
Phone number
(443) 812-3308
Established
Delaware since 02/19/2021
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (51 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#
OPTIONALITY, INCPARENT
BAUM, ALEC NOELCEO AND CHIEF COMPLIANCE OFFICER7239456
FLIP HOLDINGS, LLCMEMBER
ROMERO, MONIQUE VICTORIAFINOP6712654

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


OPTIONALITY SECURITIES

CRD#: 313329West Conshohocken, PA 19428

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