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ER

Earl J. Rusnak

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CRD#: 1503669
ER

Professional summary


Earl John Rusnak was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Earl is a previously registered financial professional and started their career in finance in 1986. Prior to being barred, Earl had worked at 10 firms, which includes CAPITAL PLANNING ASSOCIATES INC., CRESSIDA CAPITAL INC, HANOVER STERLING & COMPANY LTD., GKN SECURITIES CORP., A.S. GOLDMEN & CO. INC., FIRST FIDELITY CAPITAL CORP., MONMOUTH INVESTMENTS INC., J. T. MORAN & CO. INC., PHILIPS APPEL & WALDEN INC., ROONEY PACE INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Earl J Rusnak

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

March 4, 1996 - October 1, 1998

CAPITAL PLANNING ASSOCIATES, INC.

BD
CRD#: 15107
SOUTH PLAINFIELD, NJ
Past

July 20, 1995 - March 18, 1996

CRESSIDA CAPITAL, INC

BD
CRD#: 32352
NEW YORK, NY
Past

March 14, 1991 - July 11, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

October 15, 1990 - March 14, 1991

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

August 24, 1990 - August 31, 1990

A.S. GOLDMEN & CO., INC.

BD
CRD#: 23180
RED BANK, NJ
Past

April 17, 1989 - October 19, 1990

FIRST FIDELITY CAPITAL CORP.

BD
CRD#: 17967
Past

July 18, 1988 - September 13, 1991

MONMOUTH INVESTMENTS, INC.

BD
CRD#: 14047
Past

June 22, 1987 - July 29, 1988

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

January 21, 1987 - June 30, 1987

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

July 23, 1986 - February 3, 1987

ROONEY, PACE INC.

BD
CRD#: 6218

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: 8/22/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CP
CAPITAL PLANNING ASSOCIATES, INC.
CAPITAL PLANNING ASSOCIATES, INC.

CRD#: 15107 / SEC#: , 8-31684

BD
Cancelled by SEC on 11/30/2001
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 02/24/1984
Firm type
Corporation
Fiscal year end
May
# of Employees

Documents


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


CAPITAL PLANNING ASSOCIATES, INC.

CRD#: 15107

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