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Daryl D. Hoffman

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CRD#: 1339041
DH

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.

Daryl David Hoffman was a registered financial professional .

Daryl is a previously registered financial professional and started their career in finance in 1985. Daryl had worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

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 24, 2003 - December 31, 2012

THE TAVENNER COMPANY

BD
CRD#: 18004
SPRINGFIELD, OH
Past

June 3, 2003 - November 6, 2003

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

December 7, 2001 - May 22, 2003

THE TAVENNER COMPANY

BD
CRD#: 18004
SPRINGFIELD, OH
Past

February 28, 2000 - December 5, 2001

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

January 6, 1999 - November 11, 1999

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
DAYTON, OH
Past

February 19, 1997 - December 31, 1998

THE TAVENNER COMPANY

BD
CRD#: 18004
SPRINGFIELD, OH
Past

November 11, 1991 - December 22, 1998

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

May 23, 1985 - January 21, 1997

NEW ENGLAND SECURITIES

BD
CRD#: 615
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
Series 63
Date: 8/30/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TT
THE TAVENNER COMPANY
LITTLETON FINANCIAL SERVICES, INC. | WESTMINISTER FINANCIAL INVESTMENTS, INC. | THE TAVENNER COMPANY | LITTLETON SECURITIES COMPANY

CRD#: 18004 / SEC#: , 8-41206

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


Main Address
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Mailing Address
4910 Old Mechanicsburg Rd., Springfield, OH 45502
Phone number
(937) 399-8415
Established
Ohio since 01/27/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 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#
TAVENNER, THOMAS JAMESPRESIDENT4720439
TAVENNER, WILLIAM JAMES SRVICE PRESIDENT/ CHIEF COMPLIANCE OFFICER1508490

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


THE TAVENNER COMPANY

CRD#: 18004

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