AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TM

Thomas J. Mizo

Some features on this profile are disabled
CRD#: 1398956
TM

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 John Mizo was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1985. Thomas had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 22 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

August 17, 2004 - March 6, 2020

HFF SECURITIES L.P.

BD
CRD#: 131585
LOS ANGELES, CA
Past

May 19, 2003 - September 16, 2004

CS SECURITIES, INC.

BD
CRD#: 40685
MALIBU, CA
Past

July 26, 1993 - March 18, 1994

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
Past

August 7, 1989 - October 22, 1991

PSI SECURITIES CORPORATION

BD
CRD#: 10322
Past

November 18, 1986 - June 20, 1989

PCA CAPITAL CORPORATION

BD
CRD#: 7253
Past

August 13, 1985 - November 28, 1986

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

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: 3/19/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


HS
HFF SECURITIES L.P.
HFF SECURITIES L.P.

CRD#: 131585 / SEC#: , 8-66485

BD
Terminated by SEC on 08/30/2021
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/05/2004
Firm type
Partnership
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HFF PARTNERSHIP HOLDINGS LLCLIMITED PARTNER
CASHDAN, DANIEL MICHAELSR. MANAGING DIR.1910672
HOLIDAY GP CORP.GENERAL PARTNER
JOSEPH, MICHAEL SCOTTCHIEF COMPLIANCE OFFICER4231268
RUSSO, GEORGE MICHAELFINOP2603116

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


HFF SECURITIES L.P.

CRD#: 131585

TRUST BUT VERIFY

Monitor Thomas Mizo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics