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JH

Jeffrey J. Haddad

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CRD#: 2091640
JH

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.

Jeffrey Joseph Haddad, who also goes by Jeffrey Jos Haddad, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1992. Jeffrey had worked at 16 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffrey Jos Haddad

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

January 28, 2011 - January 5, 2023

THINKEQUITY LLC

BD
CRD#: 20996
NEW YORK, NY
Past

January 9, 2008 - February 11, 2009

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

August 7, 2007 - December 5, 2007

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 40096
NEW YORK, NY
Past

October 31, 2006 - July 26, 2007

PRESTIGE FINANCIAL CENTER, INC.

BD
CRD#: 30407
NEW YORK, NY
Past

August 16, 2006 - November 3, 2006

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

November 20, 2002 - June 9, 2006

GRANTA CAPITAL GROUP LLC

BD
CRD#: 114657
NEW YORK, NY
Past

August 20, 2001 - November 21, 2002

THE THORNWATER COMPANY, L.P.

BD
CRD#: 36195
NEW YORK, NY
Past

December 18, 2000 - February 16, 2001

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

January 26, 1999 - December 6, 2000

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

November 25, 1996 - December 9, 1998

DALTON KENT SECURITIES GROUP, INC.

BD
CRD#: 38813
NEW YORK, NY
Past

October 23, 1996 - November 20, 1996

ROYAL HUTTON SECURITIES CORP.

BD
CRD#: 14489
NEW YORK, NY
Past

July 12, 1996 - October 15, 1996

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

January 23, 1996 - June 27, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

August 26, 1993 - January 17, 1995

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY
Past

March 5, 1993 - August 17, 1993

BEACON SECURITIES, INC.

BD
CRD#: 15300
NEW YORK, NY
Past

October 8, 1992 - February 4, 1993

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, 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
Series 63
Date: 10/19/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TL
THINKEQUITY LLC
FORDHAM FINANCIAL MANAGEMENT, INC. | THINKEQUITY LLC

CRD#: 20996 / SEC#: , 8-38622

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


Main Address
17 State Street 41st Floor, New York, NY, 10004
Mailing Address
17 State Street 41st Floor, New York, NY, 10004
Phone number
(212) 732-8500
Established
Delaware since 08/13/2021
Firm type
Limited Liability Company
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#
JAIGOBIND, RAMNARAIN JOSEPH JRCHIEF EXECUTIVE OFFICER, GENERAL PRINCIPAL2273469
FORDHAM HOLDING GROUP, INC.SHAREHOLDER
BAQUET, EDWARD MANUELOPTIONS PRINCIPAL4986983
BAQUET, WILLIAMGENERAL PRINCIPAL, PRESIDENT, DIRECTOR, SECRETARY, TREASURER, HEAD OF TRADING, NYSE GP, NYSE GS CHIEF OPERATING OFFICER1332676
BOYLE, BRUCECOMPLIANCE OFFICER, OPTIONS PRINCIPAL1796066
CHOUDHARY, CHIRAGHEAD OF EQUITY CAPITAL MARKETS AND INSTITUTIONAL SALES4534379
GIORDANO, CHARLES FRANCISMANAGING DIRECTOR, GENERAL PRINCIPAL2124257
HENDERSON, PHYLLIS ANNECHIEF COMPLIANCE OFFICER, AML COMPLIANCE OFFICER, NYSE GP, NYSE GS1343053
HILDER, DAVID BRUCESUPERVISORY ANALYST, RESEARCH PRINCIPAL2178978
KRIM, ALAN MITCHELLCFO, FINOP, NYSE FI2785337
KUMAR, ASHOKMANAGING DIRECTOR, RESEARCH2374960
LORD, ERICHEAD OF INVESTMENT BANKING5232206
MANCUSO, PETER VINCENTMANAGING DIRECTOR, EQUITY TRADING, NYSE COMPLIANCE OFFICER, FLOOR SUPERVISOR2357435
MANGAN, KEVIN ROBERTMANAGING DIRECTOR, HEAD OF EQUITY SYNDICATE5365766
MOHAMMED, SABRINA JASMINEFINOP7151560
QUARTUCCIO, PHILIP PAULMANAGING DIRECTOR, HEAD OF GLOBAL TRADING2397864
ROTHBAUM, SCOTTSUPERVISOR - SALES5237026
SINGER, JEFFREY DAVIDHEAD OF DEBT CAPITAL MARKETS4829339
SKOP, CRAIG MICHAELS-24 SUPERVISOR - CORPORATE ACCESS2301924

Disclosures


Regulatory Event8
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


THINKEQUITY LLC

CRD#: 20996

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