David R. Deschino
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.
David Ralph Deschino was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1988. David had worked at 7 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 7, 1995 - December 7, 1999
C. J. M. PLANNING CORP.
June 11, 1992 - November 24, 1992
FAIRCHILD FINANCIAL GROUP, INC.
May 22, 1991 - March 2, 1992
CHATFIELD DEAN & CO., INC.
August 22, 1990 - October 17, 1990
PARKER JAMESON, INC.
March 15, 1989 - September 4, 1990
FIRST EAGLE, INC.
February 27, 1989 - March 21, 1989
HUBERMAN SECURITIES CORP.
June 22, 1988 - October 2, 1989
F.D. ROBERTS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
C. J. M. PLANNING CORP.
CRD#: 5698 / SEC#: , 8-16421
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| S. CHARLES & MARY A. MUSUMECI IRREVOCABLE TRUST I | 100% OWNER | |
| APPELSON, STUART DAVID | FINANCIAL OPERATIONS PRINCIPLE (FINOP) | 2176520 |
| BOGAN, MATTHEW ROBERT | SROP | 2794840 |
| GANDET, MICHAEL ALBERT JR | COMPLIANCE OFFICER | 2279907 |
| MUSUMECI, JOSEPH CHARLES | CEO, TRUSTEE | 821112 |
| MUSUMECI, SALVATORE CHARLES JR | PRESIDENT, TRUSTEE/CCO | 705556 |
Disclosures
| Regulatory Event | 4 |
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.
