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PH

Philip H. Hummel

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CRD#: 1233500
PH

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.

Philip Henry Hummel, who also goes by Phil Hummel, Philip Hummel, was a registered financial professional .

Philip is a previously registered financial professional and started their career in finance in 1984. Philip had worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phil Hummel | Philip Hummel

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 3, 2018 - June 19, 2024

YOUNG AMERICA CAPITAL, LLC

BD
CRD#: 150443
MAMARONECK, NY
Past

April 17, 2014 - September 8, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
NEWFOUNDLAND, NJ
Past

April 30, 2010 - March 14, 2014

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
NEWFOUNDLAND, NJ
Past

May 2, 2008 - September 4, 2009

REGAL SECURITIES, INC.

BD
CRD#: 7297
NEWFOUNDLAND, NJ
Past

November 4, 2002 - May 25, 2007

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

June 4, 1990 - March 25, 1992

BROADWAY FINANCIAL INVESTMENT SERVICES CORP.

BD
CRD#: 23906
Past

May 22, 1990 - September 26, 2002

FIRST INSTITUTIONAL SECURITIES, L.L.C.

BD
CRD#: 23910
WEST PATERSON, NJ
Past

February 9, 1990 - June 25, 1990

G. K. SCOTT & CO., INC.

BD
CRD#: 3305
PLAINVIEW, NY
Past

June 2, 1989 - February 21, 1990

ANDREW ALEN SECURITIES, INC.

BD
CRD#: 13839
Past

June 27, 1988 - June 12, 1989

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

February 5, 1987 - July 9, 1988

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

July 25, 1986 - February 9, 1987

HOMESTEAD SECURITIES, INC.

BD
CRD#: 15162
Past

August 31, 1984 - July 25, 1986

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

February 24, 1984 - May 7, 1984

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096

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: 11/28/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/7/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/27/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


YA
YOUNG AMERICA CAPITAL, LLC
YOUNG AMERICA CAPITAL, LLC

CRD#: 150443 / SEC#: , 8-68260

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


Main Address
141 East Boston Post Road, Mamaroneck, NY 10543
Mailing Address
141 East Boston Post Road, Mamaroneck, NY 10543
Phone number
(914) 777-0100
Established
Delaware since 05/08/2000
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (30 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#
FORMANEK, PETER JAMESMANAGING MEMBER
FORMANEK, PETER JAMESFINANCIAL PRINCIPAL
FORMANEK, PETER JAMESCFO
FORMANEK, PETER JAMESCCO, AMLCO

Disclosures


Regulatory Event1

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


YOUNG AMERICA CAPITAL, LLC

CRD#: 150443

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