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BH

Bartholomew C. Haring

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CRD#: 1650920
BH

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.

Bartholomew Cornwell Haring, who also goes by Bart Haring, Bartholomew Haring, Butch Haring, was a registered financial professional .

Bartholomew is a previously registered financial professional and started their career in finance in 1987. Bartholomew had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bart Haring | Bartholomew Haring | Butch Haring

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

May 7, 1996 - October 14, 1996

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

May 11, 1995 - April 24, 1996

HFC CAPITAL CORP.

BD
CRD#: 30539
NEW YORK, NY
Past

April 26, 1994 - February 13, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

September 5, 1991 - March 22, 1994

CORTLANDT CAPITAL CORPORATION

BD
CRD#: 25152
NEW YORK CITY, NY
Past

August 10, 1990 - August 20, 1991

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

May 2, 1989 - August 15, 1990

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

February 3, 1988 - April 6, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

September 22, 1987 - February 1, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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: 1/11/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


PC
PARAGON CAPITAL MARKETS, INC.
ABBOTT, JAY, LEE & CO., INC. | PARAGON CAPITAL MARKETS, INC. | PARAGON CAPITAL MARKETS | PARAGON CAPITAL CORPORATION | NOVATECH SECURITIES, INC. | NOVATECH CAPITAL CORPORATION | NOVATECH CAPITAL CORP.

CRD#: 18555 / SEC#: , 8-36765

BD
Cancelled by SEC on 04/09/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 08/20/1986
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DRAKE & COMPANY HOLDINGS, INC.SHAREHOLDER
LEVINE, DANNY JAYCHAIRMAN, PRESIDENT, CEO, DIRECTOR, CROP, SROP1007419
BARNETT, DAVID BCFO1669970
MATES, BRUCE EDWARDDIRECTOR322676
WESSEL, MICHELECOMPLIANCE DIRECTOR1017763

Disclosures


Regulatory Event16
Arbitration10

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


PARAGON CAPITAL MARKETS, INC.

CRD#: 18555

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