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Joey A. Parsi

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CRD#: 1933342
JP

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.

Joey Amir Parsi, who also goes by Joey A Parsi, was a registered financial professional .

Joey is a previously registered financial professional and started their career in finance in 1989. Joey had worked at 11 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joey A Parsi

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

June 23, 2006 - September 30, 2010

STOCKCROSS FINANCIAL SERVICES, INC.

BD
CRD#: 6670
BEVERLY HILLS, CA
Past

September 24, 2001 - June 26, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
BEVERLY HILLS, CA
Past

November 22, 2000 - October 10, 2001

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

July 9, 1997 - November 21, 2000

BARRON CHASE SECURITIES, INC.

BD
CRD#: 18969
BOCA RATON, FL
Past

December 21, 1995 - July 9, 1997

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

November 23, 1994 - December 1, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 20, 1993 - November 30, 1994

SUTRO & CO. INCORPORATED

BD
CRD#: 801
SAN FRANCISCO, CA
Past

July 31, 1993 - December 23, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 13, 1992 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 5, 1992 - October 20, 1992

WESTMARK SECURITIES CORPORATION

BD
CRD#: 16709
SANTA MONICA, CA
Past

July 3, 1991 - April 8, 1992

CITY ASSOCIATES INVESTMENT CORPORATION

BD
CRD#: 15725
Past

February 6, 1990 - May 13, 1991

WESTMARK SECURITIES CORPORATION

BD
CRD#: 16709
SANTA MONICA, CA
Past

December 7, 1989 - January 9, 1990

WESTMARK SECURITIES CORPORATION

BD
CRD#: 16709
SANTA MONICA, CA

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: 9/25/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
STOCKCROSS FINANCIAL SERVICES, INC.
STOCKCROSS FINANCIAL SERVICES | STOCKCROSS, INC. | STOCKCROSS TRADING GROUP | STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670 / SEC#: 801-69705, 8-17758

BD
Terminated by SEC on 08/07/2021
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Contact information


Main Address
9464 Wilshire Blvd, Beverly Hills, CA 90212
Mailing Address
Phone number
Established
Massachusetts since 08/03/1973
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GEBBIA, JOHN MICHAELDIRECTOR, EVP1866455
GEBBIA, RICHARD SALCEO, PRESIDENT, DIRECTOR2348552
MURIEL SIEBERT & CO., INC.OWNER5376
COLOMBINO, MICHAEL JONATHANCFO; TREASURER4871852
DIPIPPO, ALBERT FRANCISROSFP726636
LOGUE, DANIEL PATRICKCHIEF COMPLIANCE OFFICER; AMLCO1501135
SCHEBECE, GREGORY CHARLESEXECUTIVE VICE PRESIDENT, COO1498632
SHANKMAN, CRAIG MICHAELDIRECTOR OF TECHNOLOGY
TASSELL, MATTHEW ERICDIRECTOR OF CORPORATE SERVICES
ZABATTA, CHARLES ANTHONY SROWNER

Disclosures


Regulatory Event20
Arbitration2

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


STOCKCROSS FINANCIAL SERVICES, INC.

CRD#: 6670

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