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Thomas J. Mondello

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CRD#: 1680341
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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.

Thomas Joseph Mondello, who also goes by Square Mondello, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1987. Thomas had worked at 16 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Square Mondello

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

December 7, 2018 - February 20, 2019

WHITAKER SECURITIES LLC

BD
CRD#: 121465
NEW YORK, NY
Past

April 30, 2009 - August 8, 2018

SECUREVEST FINANCIAL GROUP

BD
CRD#: 10100
MORRISTOWN, NJ
Past

July 22, 2005 - May 1, 2009

PAR5 CAPITAL & CO LLC

BD
CRD#: 134657
RAMSEY, NJ
Past

February 21, 2002 - July 22, 2005

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
NEW YORK, NY
Past

April 14, 2000 - February 21, 2002

SEABOARD SECURITIES, INC.

BD
CRD#: 755
FLORHAM PARK, NJ
Past

June 30, 1999 - February 18, 2000

SEIDEL & CO., LLC

BD
CRD#: 42821
NEW YORK, NY
Past

August 14, 1997 - December 18, 1997

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

April 29, 1997 - September 30, 1997

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

November 12, 1996 - May 8, 1997

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

April 23, 1996 - November 27, 1996

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL
Past

May 8, 1995 - April 24, 1996

KENSINGTON WELLS INCORPORATED

BD
CRD#: 30570
Past

September 20, 1993 - May 9, 1995

TULLETT & TOKYO SECURITIES, INC.

BD
CRD#: 19595
NEW YORK, NY
Past

October 24, 1990 - August 20, 1993

TULLETT LIBERTY BROKERAGE INC.

BD
CRD#: 19717
JERSEY CITY, NJ
Past

January 11, 1990 - November 6, 1990

CHAPDELAINE & CO. GOVERNMENT SECURITIES, INC.

BD
CRD#: 19729
Past

July 28, 1989 - January 16, 1990

BCA SECURITIES, L.P.

BD
CRD#: 24756
Past

September 1, 1987 - August 23, 1989

FUNDAMENTAL BROKERS

BD
CRD#: 19837

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: 5/18/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WS
WHITAKER SECURITIES LLC
QUEST BROKERS | WHITAKER SECURITIES LLC

CRD#: 121465 / SEC#: , 8-65419

BD
Terminated by SEC on 09/16/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/13/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NICOSIA, ROSALIE MARGARETCHIEF COMPLIANCE OFFICER, CRCP4239124

Disclosures


Regulatory Event6

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


WHITAKER SECURITIES LLC

CRD#: 121465

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