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Thomas N. Tullo

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CRD#: 1736833
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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 Nicholas Tullo, who also goes by Thomas N Tullo, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1988. Thomas had worked at 11 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


Thomas N Tullo

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 13, 2018 - March 31, 2020

ROSSOFF & CO. LLC

BD
CRD#: 148440
NEW YORK, NY
Past

February 10, 2012 - March 6, 2018

CPIBD LLC

BD
CRD#: 46049
NEW YORK, NY
Past

August 5, 2010 - September 9, 2011

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

February 29, 2008 - April 22, 2010

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

March 1, 2007 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
NEW YORK, NY
Past

October 5, 2001 - January 30, 2007

NEEDHAM & COMPANY, LLC

BD
CRD#: 16360
NEW YORK, NY
Past

December 19, 2000 - January 19, 2001

ECAPNETWORK SECURITIES, INC.

BD
CRD#: 14901
NEW YORK, NY
Past

June 24, 1997 - March 15, 2000

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

August 16, 1996 - June 3, 1997

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

April 12, 1991 - October 9, 1995

S.G. WARBURG & CO. INC.

BD
CRD#: 1483
NEW YORK, NY
Past

March 29, 1988 - April 1, 1991

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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: 9/6/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


R&
ROSSOFF & CO. LLC
ROSSOFF & CO. LLC

CRD#: 148440 / SEC#: , 8-68025

BD
Terminated by SEC on 05/31/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 06/24/2008
Firm type
Limited Liability Company
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROSSOFF, MACK FREDRICMANAGING MEMBER, GENERAL SECURITIES PRINCIPAL AND CHIEF COMPLIANCE OFFICER1070505
HELLER, JEFFREY PHILIPFINOP AND CHIEF FINANCIAL OFFICER3139370

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


ROSSOFF & CO. LLC

CRD#: 148440

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