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HT

Hrant B. Tosbath

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CRD#: 2147254
HT

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.

Hrant Berge Tosbath was a registered financial professional .

Hrant is a previously registered financial professional and started their career in finance in 1991. Hrant had worked at 11 firms and has passed the Series 63, SIE, Series 7 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

January 7, 2016 - September 10, 2019

HB SECURITIES, LLC

BD
CRD#: 140356
Beverly Hills, CA
Past

February 2, 2012 - December 31, 2015

FIRST LIBERTIES FINANCIAL

BD
CRD#: 14432
NEW YORK, NY
Past

September 15, 2010 - December 31, 2011

PANTHERA SECURITIES LLC

BD
CRD#: 150453
NEW YORK, NY
Past

September 17, 2009 - September 30, 2009

GAR WOOD SECURITIES, LLC

BD
CRD#: 138033
NAPERVILLE, IL
Past

February 7, 2008 - May 9, 2008

SCIUS SECURITIES LLC

BD
CRD#: 113223
NEW YORK, NY
Past

March 1, 2004 - January 8, 2008

PLANET WEALTH SECURITIES, INC.

BD
CRD#: 119251
NEW YORK, NY
Past

January 9, 2004 - December 17, 2004

NEWOAK CAPITAL MARKETS LLC

BD
CRD#: 104063
NEW YORK, NY
Past

February 2, 2001 - May 1, 2001

FIRST INTERNATIONAL CAPITAL LTD.

BD
CRD#: 40445
PEMBROKE,
Past

August 7, 2000 - November 30, 2000

MANORHAVEN CAPITAL LLC

BD
CRD#: 44965
NEW YORK, NY
Past

January 3, 1995 - May 9, 1996

SBC WARBURG, INC.

BD
CRD#: 23745
NEW YORK, NY
Past

June 6, 1991 - January 3, 1995

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341
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: 12/19/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HS
HB SECURITIES, LLC
HB SECURITIES, LLC | NMS FINANCIAL SERVICES, LLC | NMS CAPITAL ADVISORS, LLC. | MITRE GROUP LLC | J&C GLOBAL SECURITIES LLC

CRD#: 140356 / SEC#: , 8-67307

BD
Terminated by SEC on 02/15/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Indiana since 01/17/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
J&C GLOBAL HOLDINGS, INC.HOLDING COMPANY
NMS FIN HOLDINGS LLCOWNER
DE LUZ, MICHAEL KCEO/CCO2526894
DOOLEY, BRADFORD RFINOP4308078

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


HB SECURITIES, LLC

CRD#: 140356

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