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AL

A A. La Fountain

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CRD#: 1242095
AL

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.

A A La Fountain III, who also goes by A A Lafountain III, Tad Lafountain III, was a registered financial professional .

A is a previously registered financial professional and started their career in finance in 1995. A had worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 87, Series 86, Series 16 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


A A Lafountain Iii | Tad Lafountain 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)


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

June 10, 2013 - May 28, 2014

BOENNING & SCATTERGOOD, INC.

RIA
CRD#: 100
LANGHORNE, PA
Past

January 17, 2013 - May 28, 2014

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
LANGHORNE, PA
Past

July 27, 2004 - August 18, 2005

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
SAN FRANCISCO, CA
Past

March 9, 1998 - February 27, 2003

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY
Past

November 14, 1996 - March 10, 1998

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

January 26, 1995 - October 25, 1995

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
IAR
Series 66
Date: 1/28/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 5/28/1997
NYSE Supervisory Analyst Examination
Principal/Supervisory Exam

Current Firm


BOENNING & SCATTERGOOD, INC.
BOENNING & SCATTERGOOD, INC.
1914 ADVISORS | BOENNING & SCATTERGOOD, INC. | BOENNING & SCATTERGOOD ASSET MANAGEMENT

CRD#: 100 / SEC#: 801-68111, 8-15543

BD
Terminated by SEC on 04/04/2023
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Contact information


Main Address
Four Tower Bridge 200 Barr Harbor Drive Suite 300, West Conshohocken, PA, 19428
Mailing Address
Phone number
(800) 883-1212
Established
Pennsylvania since 01/01/1970
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
76

Documents


Latest Form ADV

Part 2 Brochures

1914 ADVISORS WRAP FEE BROCHURE (5/27/2022)

Direct owners and executive officers


NamePositionCRD#
BOENNING & SCATTERGOOD HOLDINGSHOLDING CO OF BOENNING & SCATTERGOOD INC
MADDALONI, ANDREW MICHAELDIRECTOR2825865
MARA, GEORGE MICHAEL JRCHIEF COMPLIANCE OFFICER1574331
MARA, GEORGE MICHAEL JRPRESIDENT1574331
SCATTERGOOD, HAROLD FRANCIS JRDIRECTOR412133
STANNARD, JEFFREY TAPPANDIRECTOR1337225
WEIGAND, DALE ROBERTDIRECTOR, CHIEF FINANCIAL OFFICER,FINOP1374549

Regulatory assets under management


Total Number of Accounts1,321
AUM (Assets Under Management)$ 1,157,621,985

Disclosures


Regulatory Event22
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


BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

CRD#: 100

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