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Neil P. O'brien

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CRD#: 1260301
NO

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.

Neil P O'brien, who also goes by Neil P Obrien, Neil Peter Obrien, was a registered financial professional .

Neil is a previously registered financial professional and started their career in finance in 1984. Neil had worked at 10 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Neil P Obrien | Neil Peter Obrien

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

February 20, 2013 - February 28, 2013

BONDS.COM LLC

BD
CRD#: 43875
NEW YORK, NY
Past

September 9, 2010 - March 27, 2012

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
NEW YORK, NY
Past

March 16, 2010 - August 17, 2010

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
NEW YORK, NY
Past

November 7, 2007 - April 10, 2008

PULSE TRADING, INC.

BD
CRD#: 104022
NEW YORK, NY
Past

April 16, 2001 - March 1, 2002

MARKET AXESS INC.

BD
CRD#: 104103
NEW YORK, NY
Past

March 15, 2000 - November 15, 2002

MARKETAXESS CORPORATION

BD
CRD#: 44542
NEW YORK, NY
Past

October 22, 1991 - March 3, 1999

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

January 12, 1987 - November 5, 1991

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

July 2, 1985 - July 7, 1986

ADVEST, INC.

BD
CRD#: 10
Past

June 20, 1984 - October 15, 1984

ROONEY, PACE INC.

BD
CRD#: 6218

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: 2/5/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/18/2000
General Securities Principal Examination

Current Firm


BL
BONDS.COM LLC
BONDS.COM LLC | PEDESTAL CAPITAL, INC. | PEDESTAL CAPITAL MARKETS, INC. | MTS MARKETS INTERNATIONAL, INC. | BONDS.COM, INC.

CRD#: 43875 / SEC#: , 8-50451

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


Main Address
32 Old Slip 34th Floor, New York, NY 10005
Mailing Address
32 Old Slip 34th Floor, New York, NY 10005
Phone number
(212) 257-4062
Established
Delaware since 06/30/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TRADITION AMERICA HOLDINGS INC. (TAH")MEMBER
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER4197747
FIORIO, ROBERT ANTHONYFINOP5525052
PACHECO, ROGER IICHIEF COMPLIANCE OFFICER1312459
PARKER, DAVID NELSONCEO4349441

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


BONDS.COM LLC

CRD#: 43875

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