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GC

Gerard L. Cerullo

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CRD#: 1346714
GC

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.

Gerard Louis Cerullo, who also goes by Gerard Louise Cerullo, was a registered financial professional .

Gerard is a previously registered financial professional and started their career in finance in 1993. Gerard had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gerard Louise Cerullo

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 12, 2002 - May 9, 2005

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

January 18, 2002 - September 16, 2002

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

January 16, 2001 - January 18, 2002

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

November 30, 1998 - January 25, 2001

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

May 19, 1998 - December 31, 1998

SHAMROCK PARTNERS, LTD

BD
CRD#: 23955
MEDIA, PA
Past

January 16, 1998 - May 18, 1998

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

June 30, 1997 - January 15, 1998

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

January 29, 1996 - July 1, 1997

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA
Past

April 25, 1995 - September 19, 1996

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

November 1, 1994 - May 25, 1995

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY
Past

February 16, 1994 - November 30, 1994

RUSSO SECURITIES INC.

BD
CRD#: 14425
STATEN ISLAND, NY
Past

May 10, 1993 - February 14, 1994

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, 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: 5/24/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


JS
JOSEPH STEVENS & CO., INC.
FABIO MIGLIACCIO | JOSEPH STEVENS & COMPANY, L.P. | JOSEPH STEVENS & COMPANY, INC. | JOSEPH STEVENS & CO., INC.

CRD#: 35459 / SEC#: , 8-46901

BD
Terminated by SEC on 08/22/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 10/12/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MARKOWITZ, STEVEN ALANPRESIDENT/CHAIRMAN1299315
SORBARA, JOSEPHCHIEF EXECUTIVE OFFICER1001403
CHUDNOFF, LINDA EPPOLITOCHIEF COMPLIANCE OFFICER AND SENIOR REGISTERED OPTIONS PRINCIPAL1332998
TINGOLI, MARIACHIEF FINANCIAL OFFICER1598620

Disclosures


Regulatory Event7
Arbitration10

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


JOSEPH STEVENS & CO., INC.

CRD#: 35459

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