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Norman W. Berryessa

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CRD#: 20305
NB

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.

Norman William Berryessa was a registered financial advisor .

Norman is a previously registered financial advisor and started their career in finance in 1964. Norman had worked at 11 firms and has passed the Series 65, Series 63, Series 1 and F04 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

September 2, 2005 - September 17, 2007

EMMETT A LARKIN COMPANY, INC.

RIA
CRD#: 6625
SAN FRANCISCO, CA
Past

November 9, 1990 - October 10, 1994

GALLEGOS INSTITUTIONAL INVESTORS CORPORATION

BD
CRD#: 27076
Past

October 14, 1983 - September 17, 2007

EMMETT A LARKIN COMPANY, INC.

BD
CRD#: 6625
SAN FRANCISCO, CA
Past

June 19, 1983 - December 20, 1984

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

April 10, 1978 - October 19, 1983

HOLT & COLLINS

BD
CRD#: 2222
Past

August 23, 1974 - June 22, 1978

PAUL KENDRICK & CO., INC.

BD
CRD#: 5505
Past

October 15, 1973 - October 10, 1974

CONSULTANTS SECURITIES INC

BD
CRD#: 1000008
Past

February 20, 1973 - November 29, 1973

PUTNAM FUND DISTRIBUTORS, INC.

BD
CRD#: 684
Past

July 1, 1971 - December 10, 1973

SWANTON SECURITIES, INC.

BD
CRD#: 5823
Past

January 8, 1971 - July 11, 1971

MFB SECURITIES, INC

BD
CRD#: 603
Past

March 12, 1970 - January 21, 1972

MERIDIAN SECURITIES CORPORATION

BD
CRD#: 931
Past

July 2, 1964 - March 10, 1971

CAPITAL PLANNING SERVICES, INC.

BD
CRD#: 1390

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
IAR
Series 65
Date: 2/9/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 5/2/1961
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 8/16/1973
Financial Principal Examination

Current Firm


EA
EMMETT A LARKIN COMPANY, INC.
EMMETT A LARKIN COMPANY, INC | EMMETT A. LARKIN COMPANY, INC. | EMMETT A LARKIN COMPANY, INC.

CRD#: 6625 / SEC#: , 8-11922

BD
Terminated by SEC on 02/07/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 02/05/1959
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HING, GORDONBOARD CHAIRMAN, CEO & PRESIDENT816546
DEUTSCHE BANK SECURITIESSHAREHOLDER
BATISTE, JOANNEDIRECTOR
OLSON, ANGELA SOSHCCO & VICE PRESIDENT3165818
PETERSON, MELVIN LEEDIRECTOR

Disclosures


Regulatory Event22
Arbitration14

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


EMMETT A LARKIN COMPANY, INC.

CRD#: 6625

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