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AB

Anthony A. Biancarosa

TRADE-PMR
Clearwater, FL 33762
Some features on this profile are disabled
CRD#: 2090178
AB

Professional summary

Anthony Amadeo Biancarosa II, who also goes by Anthony A Biancarosa II, Anthony A Biancarosa, Anthony Amadeo Biancarosa Ii, Anthony Biancarosa Ii, Anthony Biancarosa, Tony Biancarosa, Anthony Amadeo Biancarosa, is a registered financial professional currently at TRADE-PMR INC. located in Clearwater, Florida.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 1990. Anthony has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anthony A Biancarosa Ii | Anthony A Biancarosa | Anthony Amadeo Biancarosa Ii | Anthony Biancarosa Ii | Anthony Biancarosa | Tony Biancarosa | Anthony Amadeo Biancarosa

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.
Consulting. Neither commissions nor advisory fees are charged. Only a flat dollar mount charged to the recipient of the consultation.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Anthony Amadeo Biancarosa II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

January 24, 2024 - Present

TRADE-PMR INC.

Office #1: 13945 Evergreen Avenue, Clearwater, FL 33762
BD
CRD#: 46350
Clearwater, FL
Past

February 10, 2023 - December 31, 2023

FRIEDENTHAL FINANCIAL, LLC

RIA
CRD#: 150457
Lithia, FL
Past

December 19, 2014 - February 11, 2021

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WEEHAWKEN, NJ
Past

August 21, 2013 - February 11, 2021

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 31, 2012 - April 26, 2013

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ
Past

March 27, 2002 - December 14, 2010

OSAIC WEALTH, INC.

BD
CRD#: 23131
NEW YORK, NY
Past

May 19, 1994 - May 23, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 19, 1990 - May 27, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/30/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/9/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/1990
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/9/2022
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/9/2022
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/9/2022
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRADE-PMR INC.
TRADE-PMR INC.

CRD#: 46350 / SEC#: , 8-51390

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
13945 Evergreen Avenue, Clearwater, FL 33762
Mailing Address
P.o. Box 358230, Gainesville, FL 32635-8230
Phone number
(352) 332-8723
Established
Florida since 10/30/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GATOR MERGER SUB II, LLCSHAREHOLDER
BALDWIN, ROBB WALLERPRESIDENT & CHIEF EXECUTIVE OFFICER1409477
DILBONE, ROBERT POTTER JRCHIEF REVENUE OFFICER5893751
KELATI, DANIEL TCHIEF FINANCIAL OFFICER AND FINANCIAL OPERATIONS PRINCIPAL3103432
LEGACY, ELIZABETHCHIEF COMPLIANCE OFFICER4368139
QUIRK, STEVEN MARKDIRECTOR2728768
SUBRAMANIAN, SIVARAMAKRISHNANDIRECTOR7339479
VICTORIA, RICHARD SCOTTCHIEF OPERATING OFFICER5371275

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

TRADE-PMR INC.

CRD#: 46350Clearwater, FL 33762

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