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PT

Pasquale F. Tondi

THALES CAPITAL PARTNERS LLC
New York, NY 10022
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CRD#: 1208585
PT

Professional summary


Pasquale Francis Tondi is a registered financial professional currently at THALES CAPITAL PARTNERS LLC located in New York, New York.

Pasquale is registered as a RR (Registered Representative) and started their career in finance in 1994. Pasquale has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 3, Series 14, Series 24, Series 30 and Series 8 exams.

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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) - BD


Click below to view Pasquale Francis Tondi's 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

March 16, 2015 - Present

THALES CAPITAL PARTNERS LLC

Office #1: 540 Madison Avenue 4th Floor, New York, NY 10022Office #2: 540 Madison Avenue 4th Floor, New York, NY 10022
BD
CRD#: 172125
New York, NY
Past

July 26, 2002 - August 29, 2012

NEWEDGE USA, LLC

BD
CRD#: 36118
NEW YORK, NY
Past

February 15, 1994 - July 26, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

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
New York
(11/19/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 9/29/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 7/26/2013
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/15/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


TC
THALES CAPITAL PARTNERS LLC
THALES CAPITAL PARTNERS LLC

CRD#: 172125 / SEC#: , 8-69498

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


Main Address
540 Madison Avenue 4th Floor, New York, NY 10022
Mailing Address
540 Madison Avenue 4th Floor, New York, NY 10022
Phone number
(646) 664-0650
Established
Delaware since 02/29/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (19 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
THALES ASSOCIATES LLCMEMBER
COHEN, MARC MOSHECEO2744699
OSHEA, TIMOTHY SEANCFO/FINOP1977624
THALES MANAGEMENT LLCMANAGER
TONDI, PASQUALE FRANCISCCO1208585

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


THALES CAPITAL PARTNERS LLC

CRD#: 172125New York, NY 10022

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