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TH

Tadahiro R. Haley

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CRD#: 1778132
TH

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.

Tadahiro Richard Haley, who also goes by Tad R Haley, Tad Richard Haley, Tad Haley, was a registered financial professional .

Tadahiro is a previously registered financial professional and started their career in finance in 1997. Tadahiro had worked at 8 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tad R Haley | Tad Richard Haley | Tad Haley

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 19, 2013 - July 21, 2015

BEACON GATE LLC

BD
CRD#: 157987
NEW YORK, NY
Past

April 12, 2011 - May 17, 2011

BENCHMARQ TRADING PARTNERS LLC

BD
CRD#: 148313
NEW YORK, NY
Past

March 11, 2011 - July 11, 2014

G-2 TRADING,LLC

BD
CRD#: 44018
GREENWICH, CT
Past

March 25, 2010 - November 10, 2010

BETTERMENT SECURITIES

BD
CRD#: 47788
NEW YORK, NY
Past

August 21, 2009 - March 11, 2011

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
GREENWICH, CT
Past

April 27, 2006 - August 28, 2009

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

June 12, 2001 - June 23, 2006

CARLIN EQUITIES, LLC

BD
CRD#: 31295
NEW YORK, NY
Past

June 10, 1998 - July 30, 2001

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

July 18, 1997 - June 19, 1998

UBS SECURITIES LLC

BD
CRD#: 7654
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: 5/9/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 2/22/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BG
BEACON GATE LLC
BEACON GATE LLC

CRD#: 157987 / SEC#: , 8-68875

BD
Terminated by SEC on 10/30/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/29/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
N.A. GROM, LLCSOLE MEMBER
RONALD SHEAR REVOCABLE TRUSTPART OWNER
LEIB, SHARON BETHCFO, FINOP & AMLCO5799319
MANDIA, BRANDT JOSEPH JRCHIEF EXECUTIVE OFFICER2239866
MANDIA, BRANDT JOSEPH JRCHIEF COMPLIANCE OFFICER2239866
SHEAR, RONALD HENRYTRUSTEE OF REVOCABLE TRUST420846

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


BEACON GATE LLC

CRD#: 157987

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