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Terrance M. Odonohue

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CRD#: 1472840
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Professional summary


Terrance Michael Odonohue was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Terrance is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Terrance had worked at 11 firms, which includes BOLTON GLOBAL CAPITAL, SECURITIES SERVICE NETWORK LLC, BROOKSTREET SECURITIES CORPORATION, SAPERSTON FINANCIAL INC., SECURITIES AMERICA INC., BUCKHEAD FINANCIAL CORPORATION, WELLS FARGO ADVISORS FINANCIAL NETWORK LLC, CIBC WORLD MARKETS CORP., HIBBARD BROWN & CO. INC., F.N. WOLF & CO. INC., FIRST JERSEY SECURITIES INC..

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

July 8, 1997 - December 21, 1997

BOLTON GLOBAL CAPITAL

BD
CRD#: 15650
BOLTON, MA
Past

October 16, 1995 - June 23, 1997

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

May 10, 1994 - October 10, 1995

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

July 28, 1993 - April 29, 1994

SAPERSTON FINANCIAL INC.

BD
CRD#: 27863
BUFFALO, NY
Past

April 28, 1992 - June 28, 1993

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 13, 1991 - April 22, 1992

BUCKHEAD FINANCIAL CORPORATION

BD
CRD#: 18398
Past

January 3, 1990 - December 20, 1990

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

December 19, 1988 - October 19, 1989

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

June 1, 1988 - January 4, 1989

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY
Past

October 9, 1987 - June 15, 1988

F.N. WOLF & CO., INC.

BD
CRD#: 13051
Past

April 23, 1986 - October 9, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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: 5/8/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BG
BOLTON GLOBAL CAPITAL
BOLTON GLOBAL CAPITAL | DELTA EQUITY SERVICES CORPORATION | CLARY FINANCIAL PLANNING SERVICES INC. | CLARY FINANCIAL PLANNING SERVICES

CRD#: 15650 / SEC#: , 8-33222

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
579 Main Street, Bolton, MA 01740
Mailing Address
579 Main Street, Bolton, MA 01740
Phone number
(978) 779-5361
Established
Massachusetts since 11/29/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
GRENIER, RAYMOND GERARDCHAIRMAN OF THE BOARD1404159
BEALS, MATTHEW GEORGEPRESIDENT AND CHIEF OPERATING OFFICER5157251
CATALDO, JOHN GENNAROCHIEF ADMINISTRATIVE AND LEGAL OFFICER5707721
MAHLE, DAPHNE JANECHIEF COMPLIANCE OFFICER4367277
PRESKENIS, STEVEN CHRISTOPHERCHIEF EXECUTIVE OFFICER4410822
TARPEY, STEVEN RCHIEF FINANCIAL OFFICER6640625

Disclosures


Regulatory Event11
Arbitration3
Bond4

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


BOLTON GLOBAL CAPITAL

CRD#: 15650

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