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PF

Philip A. Falcone

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CRD#: 1442413
PF

Professional summary


Philip Alan Falcone was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Philip is a previously registered financial professional and started their career in finance in 1985. Prior to being barred, Philip had worked at 6 firms, which includes HMC INVESTMENTS LLC, BARCLAYS CAPITAL INC., NATWEST FINANCE INC., NATWEST SECURITIES CORPORATION, FIRST UNION CAPITAL MARKETS CORP., KIDDER PEABODY & CO. INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Phil Falcone

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 28, 2001 - March 10, 2009

HMC INVESTMENTS, LLC

BD
CRD#: 40581
NEW YORK, NY
Past

March 18, 1998 - January 31, 2001

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

September 30, 1997 - March 25, 1998

NATWEST FINANCE INC.

BD
CRD#: 26125
NEW YORK, NY
Past

September 10, 1997 - November 10, 1997

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY
Past

July 26, 1995 - May 19, 1997

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 19002
CHARLOTTE, NC
Past

December 17, 1985 - March 30, 1990

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, 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: 5/8/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HI
HMC INVESTMENTS, LLC
HARBINGER SECURITIES, INC. | HMC INVESTMENTS, LLC | HMC INVESTMENTS, INC.

CRD#: 40581 / SEC#: , 8-49140

BD
Terminated by SEC on 02/08/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Alabama since 11/30/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HARBERT MANAGEMENT CORPORATION100% OWNERSHIP
BAUDER, MICHAEL CONRADCHIEF COMPLIANCE OFFICER2318491
BAUDER, MICHAEL CONRADPRESIDENT2318491

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


HMC INVESTMENTS, LLC

CRD#: 40581

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