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PH

Patrick F. Harte

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CRD#: 1865650
PH

Professional summary


Patrick Francis Harte JR was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Patrick is a previously registered financial professional and started their career in finance in 1988. Prior to being barred, Patrick had worked at 18 firms, which includes BARRON MOORE INC., RICHMARK CAPITAL CORPORATION, SALOMON GREY FINANCIAL CORPORATION, M G SECURITIES GROUP INC., RUSHMORE SECURITIES CORPORATION, RIVERSTONE WEALTH MANAGEMENT INC., GRAND FINANCIAL INC., HILLTOP SECURITIES INC., BARRE & COMPANY INCORPORATED, CULLUM & SANDOW SECURITIES INC., DALLAS RESEARCH & TRADING INC., AMR SECURITIES INC., SUPPES SECURITIES INC., MURIEL SIEBERT & CO. LLC, ALL-TECH DIRECT INC., TIJA MANAGEMENT INC., WILLIAM BARTON FINANCIAL INC., INVESTORS CENTER INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pat Harte

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

July 1, 2004 - June 10, 2008

BARRON MOORE, INC.

BD
CRD#: 123521
DALLAS, TX
Past

September 25, 2002 - July 13, 2004

RICHMARK CAPITAL CORPORATION

BD
CRD#: 43162
IRVING, TX
Past

September 17, 2001 - October 24, 2002

SALOMON GREY FINANCIAL CORPORATION

BD
CRD#: 43413
DALLAS, TX
Past

October 18, 2000 - October 9, 2001

M G SECURITIES GROUP, INC.

BD
CRD#: 42991
DALLAS, TX
Past

January 12, 2000 - October 16, 2000

RUSHMORE SECURITIES CORPORATION

BD
CRD#: 8392
DALLAS, TX
Past

August 5, 1997 - January 19, 2000

RIVERSTONE WEALTH MANAGEMENT, INC.

BD
CRD#: 40418
AUSTIN, TX
Past

October 4, 1995 - November 9, 1995

GRAND FINANCIAL, INC.

BD
CRD#: 19571
ADDISON, TX
Past

June 2, 1995 - September 6, 1995

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

May 11, 1994 - June 12, 1995

BARRE & COMPANY, INCORPORATED

BD
CRD#: 8342
DALLAS, TX
Past

April 4, 1994 - June 2, 1994

CULLUM & SANDOW SECURITIES, INC.

BD
CRD#: 15836
DALLAS, TX
Past

June 28, 1993 - March 8, 1994

DALLAS RESEARCH & TRADING, INC.

BD
CRD#: 28806
DALLAS, TX
Past

June 1, 1993 - June 23, 1993

AMR SECURITIES, INC.

BD
CRD#: 23368
Past

November 23, 1992 - March 9, 1993

SUPPES SECURITIES, INC.

BD
CRD#: 13722
NYC, NY
Past

March 6, 1992 - September 23, 1992

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

April 29, 1991 - February 6, 1992

ALL-TECH DIRECT, INC.

BD
CRD#: 13992
MONTVALE, NJ
Past

May 20, 1989 - May 2, 1991

TIJA MANAGEMENT, INC.

BD
CRD#: 11069
NEW YORK, NY
Past

March 7, 1989 - April 10, 1989

WILLIAM BARTON FINANCIAL, INC.

BD
CRD#: 13893
Past

January 26, 1989 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
Past

August 23, 1988 - December 5, 1988

WILLIAM BARTON FINANCIAL, INC.

BD
CRD#: 13893

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: 9/9/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 6/25/1998
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BM
BARRON MOORE, INC.
BARRON MOORE, INC. | GREAT SOUTHWEST CAPITAL, L.P. | GREAT SOUTHWEST CAPITAL, INC.

CRD#: 123521 / SEC#: , 8-65589

BD
Terminated by SEC on 11/25/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 04/30/2003
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BARRON MOORE HOLDINGS, INC.OWNER/HOLDING COMPANY
MOORE, KATHERINE ANNPRESIDENT, CEO & CFO1342145

Disclosures


Regulatory Event3

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


BARRON MOORE, INC.

CRD#: 123521

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