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Joseph P. Starr

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CRD#: 1427814
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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.

Joseph Phillip Starr, who also goes by Joseph P Starr, was a registered financial advisor .

Joseph is a previously registered financial advisor and started their career in finance in 1985. Joseph had worked at 9 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joseph P Starr

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 26, 2011 - September 28, 2012

FINTEGRA, LLC

RIA
CRD#: 16741
WESTLAKE, OH
Past

August 25, 2011 - September 28, 2012

FINTEGRA, LLC

BD
CRD#: 16741
WESTLAKE, OH
Past

April 29, 2010 - August 11, 2011

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
CLEVELAND, OH
Past

April 23, 2010 - August 11, 2011

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CLEVELAND, OH
Past

November 27, 2006 - May 21, 2010

SANDERS MORRIS LLC

RIA
CRD#: 20580
BEACHWOOD, OH
Past

November 21, 2006 - May 21, 2010

SANDERS MORRIS LLC

BD
CRD#: 20580
BEACHWOOD, OH
Past

August 5, 2002 - November 22, 2006

FERRIS, BAKER WATTS, LLC

RIA
CRD#: 285
CLEVELAND, OH
Past

September 7, 2001 - November 22, 2006

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
CLEVELAND, OH
Past

April 20, 1992 - September 14, 2001

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

December 20, 1989 - May 1, 1990

BISHOP SECURITIES, INC.

BD
CRD#: 24520
Past

July 28, 1989 - August 9, 1989

TEJAS SECURITIES, INC.

BD
CRD#: 16728
Past

July 28, 1989 - September 21, 1989

NORTHGATE SECURITIES INC.

BD
CRD#: 21188
SPRING, TX
Past

October 30, 1985 - November 26, 1986

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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
IAR
Series 65
Date: 1/12/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 6/7/2004
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1989
General Securities Principal Examination

Current Firm


FL
FINTEGRA, LLC
FINTEGRA FINANCIAL SOLUTIONS | PARK INVESTMENT CORPORATION | JM PARK, INC. | FINTEGRA, LLC

CRD#: 16741 / SEC#: 801-56275, 8-34434

BD
Cancelled by SEC on 10/26/2016
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Contact information


Main Address
401 Second Avenue North Suite 400, Minneapolis, MN 55401
Mailing Address
Phone number
Established
Minnesota since 10/22/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2015 FIRM BROCHURE (3/31/2015)

Direct owners and executive officers


NamePositionCRD#
FINTEGRA HOLDINGS, LLCSHAREHOLDERS
CAURRO, STEPHEN ANTHONYBOARD OF DIRECTORS5845813
CONNER, DANIELBOARD OF DIRECTORS
SCHMITZ, DOUGLAS GENEBOARD OF DIRECTORS1771132
SCHUH, JEFFREY ALLENCHIEF FINANCIAL OFFICER, FINOP1036839
WALTER, KENNETH JOHNBOARD OF DIRECTORS5845803
WEBER, DOREEN LEAPRESIDENT/CEO/CCO1368639

Disclosures


Regulatory Event4
Arbitration1

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


FINTEGRA, LLC

CRD#: 16741

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