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DT

David H. Tokofsky

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CRD#: 1991179
DT

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 Howard Tokofsky, who also goes by David Howard Tokufsky, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1990. David had worked at 6 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Howard Tokufsky

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

November 30, 1995 - July 11, 1997

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

August 19, 1993 - November 21, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 11, 1992 - August 12, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 25, 1991 - June 17, 1992

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

February 14, 1990 - July 30, 1991

W.H. NEWBOLD'S SON & CO., INC.

BD
CRD#: 7575
Past

January 26, 1990 - February 15, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655

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: 2/23/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


G&
GLEACHER & COMPANY SECURITIES, INC.
BROADPOINT CAPITAL, INC. | GLEACHER & COMPANY SECURITIES, INC. | FIRST ALBANY CORPORATION | FIRST ALBANY CAPITAL INC.

CRD#: 298 / SEC#: , 8-2018

BD
Terminated by SEC on 05/31/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 09/25/1952
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GLEACHER & COMPANY, INC.SHAREHOLDER
ARCIERO-CRAIG, PATRICIA ANNGENERAL COUNSEL/SECRETARY/DIRECTOR
EDMISTON, BRYAN JOSEPHFINOP5743897
EDMISTON, BRYAN JOSEPHCHIEF FINANCIAL OFFICER/DIRECTOR5743897
KWOK, ANNISCHIEF COMPLIANCE OFFICER5822123

Disclosures


Regulatory Event33
Civil Event1
Arbitration10

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


GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

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