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JF

Joseph A. Fierro

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CRD#: 2017876
JF

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.

Joseph Anthony Fierro was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1996. Joseph had worked at 8 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 8, 2010 - August 30, 2012

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
SARASOTA, FL
Past

December 4, 2003 - March 31, 2005

JBS LIBERTY SECURITIES, INC.

RIA
CRD#: 36179
BRADENTON, FL
Past

November 21, 2003 - August 18, 2008

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
BRADENTON, FL
Past

March 26, 2003 - November 25, 2003

LUMENT SECURITIES, LLC

BD
CRD#: 14840
COLUMBUS, OH
Past

August 31, 2000 - July 23, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SARASOTA, FL
Past

August 30, 2000 - July 23, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 30, 1998 - October 19, 1998

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

February 27, 1998 - October 23, 1998

J. P. GIBBONS & CO., INC.

BD
CRD#: 38850
NEW YORK, NY
Past

January 9, 1998 - March 19, 1998

CRISPIN KOEHLER SECURITIES

BD
CRD#: 10596
TAMPA, FL
Past

December 19, 1996 - April 12, 1997

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, 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
IAR
Series 66
Date: 4/6/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 6/28/2000
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


EN
ESSEX NATIONAL SECURITIES, LLC
ESSEX NATIONAL SECURITIES, INC. | ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454 / SEC#: 801-70990, 8-41750

BD
Terminated by SEC on 09/13/2016
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Contact information


Main Address
550 Gateway Drive Suite 210, Napa, CA 94558
Mailing Address
Phone number
Established
Delaware since 06/27/2012
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ESSEX NATIONAL HOLDING COMPANY, LLCOWNER
AMARANTE, STEPHEN PAULCHAIRMAN OF BOARD OF DIRECTORS3165067
COONEY, JOHN MICHAELCOO, CHIEF COMPLIANCE OFFICER, CFO, TREASURER, ROSFP1326757
CUMMINGS, WILLIAM FRANCISDIRECTOR4761165
DAVIS, SCOTT KELSOPRESIDENT, CEO, DIRECTOR1252573

Disclosures


Regulatory Event5

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


ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

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