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JA

Joseph M. Araiz

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CRD#: 1278925
JA

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.

Joseph Michael Araiz, who also goes by Michael Joseph Araiz, Miguel J. Araiz, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1984. Joseph had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Joseph Araiz | Miguel J. Araiz

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

March 5, 2002 - November 14, 2013

FURTHER LANE SECURITIES, L.P.

BD
CRD#: 38162
NEW YORK, NY
Past

November 8, 2001 - July 9, 2002

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

October 6, 1998 - November 13, 2001

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
LOS ANGELES, CA
Past

July 24, 1997 - October 22, 1998

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

May 31, 1991 - August 6, 1997

M. J. WHITMAN, INC.

BD
CRD#: 27870
NEW YORK, NY
Past

February 21, 1989 - August 13, 1991

M J WHITMAN & CO., INC

BD
CRD#: 6762
Past

September 24, 1985 - December 23, 1988

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
Past

June 26, 1984 - September 10, 1985

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541

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: 2/26/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FL
FURTHER LANE SECURITIES, L.P.
ECAPITALIST FINANCIAL SERVICES, L.P. | FURTHER LANE SECURITIES, L.P. | FARSIGHT FINANCIAL SERVICES, L.P.

CRD#: 38162 / SEC#: , 8-48207

BD
Terminated by SEC on 05/18/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/17/1995
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OSPREY SECURITIES CORPGENERAL PARTNER
CALAMUNCI, ROBERT JOSEPH SRCEO / CCO1618899
SPINDEL, HOWARDFINANCIAL AND OPERATIONS PRINCIPAL708042

Disclosures


Regulatory Event4

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FURTHER LANE SECURITIES, L.P.

CRD#: 38162

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