Jeffrey B. Hagyard
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 Belden Hagyard, who also goes by Jeff Hagyard, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1991. Jeffrey had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 30, 2013 - March 23, 2023
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
December 5, 2012 - February 7, 2013
PRIME CAPITAL SERVICES, INC.
September 12, 2005 - December 3, 2012
SECURITIES SERVICE NETWORK, LLC
January 4, 2005 - August 18, 2005
INVESTORS CAPITAL CORP.
May 11, 2000 - December 31, 2004
COMMONWEALTH FINANCIAL NETWORK
December 1, 1997 - May 11, 2000
OSAIC INSTITUTIONS, INC.
April 16, 1993 - December 18, 1997
FISCO EQUITY, INC.
March 17, 1992 - February 24, 1993
A. G. EDWARDS & SONS, INC.
November 4, 1991 - March 23, 1992
DAVID LERNER ASSOCIATES, INC.
October 2, 1991 - October 25, 1991
CHATFIELD DEAN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
CRD#: 130390 / SEC#: , 8-66335
Contact information
FINRA licenses (17 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RETHINK, LLC | OWNER | |
| ATKINS, BRADLEY DALE | OWNER | 2963790 |
| SHANAHAN, DANIEL JAMES | CHIEF EXECUTIVE OFFICER | 3277912 |
| SHANAHAN, DANIEL JAMES | PRINCIPAL OPERATIONS OFFICER | 3277912 |
| SHANAHAN, DANIEL JAMES | CHIEF COMPLIANCE OFFICER | 3277912 |
| WOODWARD, CASSANDRA TALEEN | CHIEF FINANCIAL OFFICER | 2956369 |
| WOODWARD, CASSANDRA TALEEN | PRINCIPAL FINANCIAL OFFICER & FINOP | 2956369 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 1 |
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.
