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Thomas A. Saunders

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CRD#: 1362744
TS

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.

Thomas Alfred Saunders, who also goes by Thomas A Saunders, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1988. Thomas had worked at 6 firms and has passed the Series 63, Series 3, Series 7, Series 53, Series 4, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas A Saunders

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

June 5, 2001 - February 9, 2006

JOSEPH GRACE

BD
CRD#: 103580
NEW YORK, NY
Past

November 10, 1995 - August 26, 2005

GARNET FUND L.P.

BD
CRD#: 38334
RAMSEY, NJ
Past

February 14, 1994 - June 1, 1994

CONSTELLATION CONVERTIBLES LIMITED

BD
CRD#: 35621
HAMILTON HM11,
Past

December 19, 1989 - October 25, 1994

ROMAN TRADING PARTNERS, L.P.

BD
CRD#: 24167
NEW YORK, NY
Past

November 11, 1988 - July 19, 1994

NEW WINDSOR ASSOCIATES, L.P.

BD
CRD#: 22977
NEW YORK, NY
Past

March 1, 1988 - January 30, 1989

MANKO COMPANY

BD
CRD#: 15299

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: 8/16/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JG
JOSEPH GRACE
JOSEPH & GRACE HOLDINGS, INC. | JOSEPH GRACE HOLDINGS, INC. | JOSEPH GRACE

CRD#: 103580 / SEC#: , 8-52203

New Jersey
Registered Investment Advisory firm - SEC (8/14/2003 Approved)
New York
Registered Investment Advisory firm - SEC (5/27/2005 Approved)
Pennsylvania
Registered Investment Advisory firm - SEC (8/31/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
48 Wall Street 11th Fl. 11th Flr, New York, NY, 10005
Mailing Address
48 Wall Street 11th Fl., New York, NY, 10005
Phone number
(212) 461-2280
Established
Delaware since 03/26/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
5

FINRA licenses (35 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BASILOTTA, SILVIA GRACIELASENIOR MANAGING DIRECTOR - CCO OF BROKER DEALER - CFO OF BROKER DEALER1201948
TUCKER, EDWARD JOSEPH JRSENIOR MANAGING DIRECTOR - CCO - SROP - CROP1234430

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


JOSEPH GRACE

CRD#: 103580

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