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RT

Richard R. Tullo

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CRD#: 2099322
RT

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.

Richard Ralph Tullo JR was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1990. Richard had worked at 11 firms and has passed the Series 63, SIE, Series 86, Series 87, Series 7, Series 55 and Series 24 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

October 30, 2017 - March 13, 2020

MIDTOWN PARTNERS

BD
CRD#: 104223
NEW YORK, NY
Past

June 1, 2009 - January 11, 2017

TD PRIME SERVICES LLC

BD
CRD#: 1914
NEW YORK, NY
Past

September 27, 2006 - May 28, 2008

SIDOTI & COMPANY, LLC

BD
CRD#: 102860
NEW YORK, NY
Past

September 25, 2003 - February 10, 2004

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

September 25, 2001 - August 4, 2003

PROVIDENCE CAPITAL, INC.

BD
CRD#: 27928
NEW YORK, NY
Past

April 18, 2000 - May 16, 2001

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

August 24, 1999 - May 10, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 1, 1999 - August 17, 1999

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

October 9, 1997 - September 28, 1998

HAMBRECHT & QUIST LLC

BD
CRD#: 940
SAN FRANCISCO, CA
Past

June 17, 1991 - October 7, 1997

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

November 27, 1990 - June 5, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 17, 1990 - December 8, 1990

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
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: 10/4/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/24/1999
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam

Current Firm


MP
MIDTOWN PARTNERS
CB CAPITAL LLC | MIDTOWN PARTNERS & CO., LLC | MIDTOWN PARTNERS | MIDTOWN | INNOVATION CAPITAL LLC | FUNDITNATION.COM | CROSSBOW CAPITAL LLC

CRD#: 104223 / SEC#: , 8-52685

BD
Cancelled by SEC on 09/28/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 05/30/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
APOGEE FINANCIAL INVESTMENTS, INC.OWNER
INDIA GLOBALIZATION CAPITAL, INC.MEMBER

Disclosures


Regulatory Event6

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


MIDTOWN PARTNERS

CRD#: 104223

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