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Henry Tharp

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CRD#: 1511575
HT

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.

Henry Tharp was a registered financial professional .

Henry is a previously registered financial professional and started their career in finance in 1986. Henry had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 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

September 1, 2006 - April 7, 2015

DORSEY & COMPANY, INC.

RIA
CRD#: 1668
NEW ORLEANS, LA
Past

April 10, 2001 - April 7, 2015

DORSEY & COMPANY, INC.

BD
CRD#: 1668
NEW ORLEANS, LA
Past

July 23, 1986 - December 6, 2000

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

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: 3/14/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


D&
DORSEY & COMPANY, INC.
DORSEY & COMPANY INC. | STEPHENS FINANCIAL SERVICES | DORSEY INVESTMENT SECURITIES | DORSEY & COMPANY, INC.

CRD#: 1668 / SEC#: 801-35768, 8-7541

BD
Terminated by SEC on 02/01/2022
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Contact information


Main Address
511 Gravier Street, New Orleans, LA 70130-2726
Mailing Address
Phone number
Established
Louisiana since 05/26/1959
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Latest Form ADV

Part 2 Brochures

DORSEY WRAP FEE BROCHURE FOR SEPARATELY MANAGED ACCOUNT PROGRAMS - MAY 2020 (9/25/2020)

Direct owners and executive officers


NamePositionCRD#
PROSPERA FINANCIAL, LLCOWNER
THOMPSON, RAYMOND ANDREWPRESIDENT / CEO / CCO737094

Disclosures


Regulatory Event15

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


DORSEY & COMPANY, INC.

CRD#: 1668

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