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JH

Joseph W. Harch

HWJ CAPITAL PARTNERS II
Boca Raton, FL 33487
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CRD#: 1331665
JH

Professional summary


Joseph William Harch, who also goes by Joseph W Harch, is a registered financial professional currently at HWJ CAPITAL PARTNERS II, LLC located in Boca Raton, Florida.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 1988. Joseph has worked at 5 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 2, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph W Harch

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) - BD


Click below to view Joseph William Harch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 4, 2005 - Present

HWJ CAPITAL PARTNERS II, LLC

Office #1: 7400 North Federal Highway Suite A5, Boca Raton, FL 33487Office #2: 7400 North Federal Highway Suite A5, Boca Raton, FL 33487
BD
CRD#: 132135
Boca Raton, FL
Past

April 17, 1998 - February 4, 1999

HWJ CAPITAL PARTNERS, L.P.

BD
CRD#: 42770
BOCA RATON, FL
Past

January 28, 1993 - May 18, 2007

HARCH CAPITAL MANAGEMENT INC.

RIA
CRD#: 110498
BOCA RATON, FL
Past

June 6, 1991 - September 25, 1991

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

October 19, 1988 - March 3, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/7/2005)

Exams


State Security Law Exam
RR
Series 63
Date: 11/30/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 11/15/2004
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 2
Date: 11/18/1992
Non-Member General Securities Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HC
HWJ CAPITAL PARTNERS II, LLC
HWJ CAPITAL PARTNERS II, LLC

CRD#: 132135 / SEC#: , 8-66560

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


Main Address
7400 North Federal Highway Suite A5, Boca Raton, FL 33487
Mailing Address
7400 North Federal Highway Suite A5, Boca Raton, FL 33487
Phone number
(561) 910-5732
Established
Delaware since 04/26/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 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#
HARCH, JOSEPH WILLIAMMANAGING MEMBER, CCO, CFO1331665

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


HWJ CAPITAL PARTNERS II, LLC

CRD#: 132135Boca Raton, FL 33487

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