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Peter J. Decaprio

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CRD#: 1293305
PD

Professional summary


Peter James Decaprio was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Peter is a previously registered financial professional and started their career in finance in 1984. Prior to being barred, Peter had worked at 5 firms, which includes THOMAS WEISEL PARTNERS LLC, ROBERTSON STEPHENS INC., SBC WARBURG DILLON READ INC., CITIGROUP GLOBAL MARKETS INC., JOHNSTON LEMON & CO. INCORPORATED.

top-8-questions

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)


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

November 11, 1999 - August 2, 2002

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

June 12, 1997 - December 15, 1999

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

June 16, 1994 - June 23, 1997

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT
Past

October 27, 1986 - January 1, 1987

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

August 21, 1984 - April 25, 1986

JOHNSTON, LEMON & CO. INCORPORATED

BD
CRD#: 473

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: 8/1/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TW
THOMAS WEISEL PARTNERS LLC
THOMAS WEISEL PARTNERS LLC

CRD#: 46237 / SEC#: 801-56577, 8-51354

BD
Terminated by SEC on 05/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/18/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
THOMAS WEISEL PARTNERS GROUP, INCHOLDING COMPANY
DORN, DIANA GAYLEROSFP, BRANCH MANAGER1088981
HSU, DAVID CHENG-WEICHIEF COMPLIANCE OFFICER4140214
SLIVON, PAUL CHRISTIANCEO1148548
STANLEY, SHAUGN STEPHENCFO1693277

Disclosures


Regulatory Event27
Civil 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


THOMAS WEISEL PARTNERS LLC

CRD#: 46237

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