AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PF

Peter H. Foley

Some features on this profile are disabled
CRD#: 210650
PF

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.

Peter Hargitt Foley, who also goes by Peter F Foley, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1972. Peter had worked at 26 firms and has passed the Series 63, Series 1, Series 24, Series 4 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Peter F Foley

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

November 21, 2005 - March 12, 2007

INCAP SECURITIES, INC.

BD
CRD#: 25401
BALTIMORE, MD
Past

July 16, 2004 - May 23, 2005

CROWN INVESTMENT BANKING, INC.

BD
CRD#: 107217
NEW YORK, NY
Past

November 11, 2002 - July 16, 2004

INCAP SECURITIES, INC.

BD
CRD#: 25401
BALTIMORE, MD
Past

October 2, 2000 - December 5, 2000

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

April 4, 2000 - June 1, 2000

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

March 30, 1999 - June 25, 1999

RICHMARK CAPITAL CORPORATION

BD
CRD#: 43162
IRVING, TX
Past

October 6, 1998 - March 3, 1999

E*OFFERING

BD
CRD#: 36717
SAN FRANCISCO, CA
Past

July 9, 1998 - September 10, 1998

L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC

BD
CRD#: 14152
IRVINE, CA
Past

May 6, 1998 - June 23, 1998

WALDRON & CO., INC.

BD
CRD#: 868
IRVINE, CA
Past

June 11, 1997 - September 19, 1997

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

May 17, 1996 - May 2, 1997

GILFORD SECURITIES INCORPORATED

BD
CRD#: 8076
NEW YORK, NY
Past

October 13, 1995 - May 7, 1996

A. R. BARON & CO., INC.

BD
CRD#: 29285
NEW YORK, NY
Past

June 19, 1995 - September 13, 1995

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

February 17, 1995 - March 21, 1995

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

March 3, 1994 - August 8, 1994

FAB SECURITIES OF AMERICA, INC.

BD
CRD#: 28212
NEW YORK, NY
Past

July 29, 1992 - January 5, 1994

IICC - TRADECO, INC.

BD
CRD#: 13205
HOUSTON, TX
Past

January 5, 1990 - August 9, 1990

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

January 26, 1989 - December 5, 1989

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

June 27, 1988 - February 2, 1989

BAIRD, PATRICK & CO., INC.

BD
CRD#: 1149
Past

January 13, 1988 - April 19, 1988

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BD
CRD#: 595
Past

April 14, 1987 - January 22, 1988

STEINBERG & LYMAN

BD
CRD#: 15704
Past

August 12, 1985 - March 10, 1987

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

April 7, 1982 - August 5, 1985

JEFFERIES LLC

BD
CRD#: 2347
Past

October 7, 1981 - March 28, 1982

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

June 25, 1980 - May 13, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

September 12, 1978 - July 6, 1980

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

September 8, 1972 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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: 6/9/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 9/5/1972
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 12/8/1975
Registered Principal Examination

Current Firm


IS
INCAP SECURITIES, INC.
DECLARATION DISTRIBUTORS, INC. | INCAP SECURITIES, INC.

CRD#: 25401 / SEC#: , 8-41590

BD
Terminated by SEC on 01/23/2009
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 07/25/1988
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INCAP GROUPDIRECT OWNER
TENNIES, F JAMESPRESIDENT/CHIEF COMPLIANCE OFFICER2538157

Disclosures


Regulatory Event2

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


INCAP SECURITIES, INC.

CRD#: 25401

TRUST BUT VERIFY

Monitor Peter Foley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics