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HA

Howard C. Appleby

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CRD#: 1428165
HA

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.

Howard Christopher Appleby was a registered financial professional .

Howard is a previously registered financial professional and started their career in finance in 1986. Howard had worked at 6 firms and has passed the Series 63, Series 16, Series 7 and Series 4 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 14, 2003 - December 31, 2018

NORTHERN CROSS, LLC

RIA
CRD#: 128223
BOSTON, MA
Past

November 4, 1993 - March 13, 2002

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

December 4, 1990 - October 26, 1993

KLEINWORT BENSON NORTH AMERICA INC.

BD
CRD#: 5087
Past

April 21, 1988 - March 15, 1990

BURNS FRY INC

BD
CRD#: 7146
NEW YORK, NY
Past

April 22, 1987 - April 21, 1988

HOARE GOVETT INCORPORATED

BD
CRD#: 10882
Past

February 19, 1986 - December 23, 1986

JAMES CAPEL INCORPORATED

BD
CRD#: 15390

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: 9/3/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 16
Date: 8/31/1994
NYSE Supervisory Analyst Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NC
NORTHERN CROSS, LLC
BOSTON OVERSEAS ADVISERS, L.L.C. | NORTHERN CROSS, LLC | BOSTON OVERSEAS ADVISORS, L.L.C.

CRD#: 128223 / SEC#: 801-62668

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Contact information


Main Address
125 Summer Street Suite 1410, Boston, MA 02110
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


NORTHERN CROSS, LLC

CRD#: 128223

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