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GF

Gregory M. Farley

R.W. SMITH & ASSOCIATES
Rancho Palos Verdes, CA
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CRD#: 1677864
GF

Professional summary


Gregory Michael Farley, who also goes by Gregory Farley, is a registered financial professional currently at R.W. SMITH & ASSOCIATES, LLC located in Rancho Palos Verdes, California.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1987. Gregory has worked at 8 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory Farley

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) - BD


Click below to view Gregory Michael Farley's CRS (Customer Relationship Summary).

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


Current

February 18, 1994 - Present

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
Rancho Palos Verdes, CA
Past

January 1, 2001 - February 14, 2002

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

July 3, 2000 - January 1, 2001

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

November 30, 1993 - January 19, 1994

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

November 1, 1993 - January 19, 1994

MINT BROKERS

BD
CRD#: 13681
NEW YORK, NY
Past

November 8, 1991 - September 3, 1993

WEDBUSH SECURITIES INC.

BD
CRD#: 877
PASADENA, CA
Past

April 8, 1991 - November 8, 1991

HARTFIELD, TITUS & DONNELLY, LLC

BD
CRD#: 7117
JERSEY CITY, NJ
Past

July 7, 1987 - September 6, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/18/1994)

Exams


State Security Law Exam
RR
Series 63
Date: 1/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RS
R.W. SMITH & ASSOCIATES, LLC
R.W. SMITH & ASSOCIATES, INC. | R.W. SMITH & ASSOCIATES, LLC

CRD#: 16605 / SEC#: , 8-34240

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


Main Address
111 Town Square Place Ste 1500, Jersey City, NJ 07310
Mailing Address
111 Town Square Place Ste 1500, Jersey City, NJ 07310
Phone number
(201) 716-5150
Established
New Jersey since 05/12/2014
Firm type
Limited Liability Company
Fiscal year end
April
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
TOWN SQUARE HOLDING, LLCMANAGING MEMBER
FERRERI, CHRISTOPHER CHARLESPRESIDENT1677406
GEORGE, MICHAEL THEODOREFINOP1265239
PURPORA, RONALD ANTHONYDIRECTOR1665726
RASMUSSEN, DENIEN LYNNCOO, CCO1008607
SMITH, EDWARD JOHNOWNER4161601

Disclosures


Regulatory Event1

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


R.W. SMITH & ASSOCIATES, LLC

CRD#: 16605Rancho Palos Verdes, CA

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