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EG

Edmond F. Gore

TRIDENT PARTNERS LTD.
Woodbury, NY 11797
Some features on this profile are disabled
CRD#: 225939
EG

Professional summary

Edmond Fredric Gore is a registered financial professional currently at TRIDENT PARTNERS LTD. located in Woodbury, New York.

Edmond is registered as a RR (Registered Representative) and started their career in finance in 1970. Edmond has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.

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) - BD

Click below to view Edmond Fredric Gore's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

February 10, 2003 - Present

TRIDENT PARTNERS LTD.

Office #1: 181 Crossways Park Drive, Woodbury, NY 11797Office #2: 181 Crossways Park Drive, Woodbury, NY 11797
BD
CRD#: 41258
Woodbury, NY
Past

June 19, 1997 - February 7, 2003

GLENN MICHAEL FINANCIAL, INC.

BD
CRD#: 37912
MELVILLE, NY
Past

September 25, 1980 - June 20, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

April 15, 1975 - October 2, 1976

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

April 15, 1975 - October 12, 1980

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

February 13, 1973 - June 5, 1974

HALLE & STIEGLITZ, FILOR BULLARD, INC.

BD
CRD#: 6411
Past

December 11, 1970 - March 7, 1973

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

June 23, 1970 - April 30, 1971

GOODBODY & CO. INCORPORATED

BD
CRD#: 362

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/10/2003)
RR
Florida
(2/10/2003)
RR
Massachusetts
(6/24/2021)
RR
New Jersey
(2/10/2003)
RR
New Mexico
(7/11/2023)
RR
New York
(2/10/2003)
RR
Pennsylvania
(9/4/2018)
RR
Virginia
(2/10/2003)

Exams

State Security Law Exam
RR
Series 63
Date: 10/18/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 8/16/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/10/1989
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TP
TRIDENT PARTNERS LTD.
THE KOENIGSBERG ORGANIZATION | TRIDENT PARTNERS, LTD. | TRIDENT PARTNERS LTD.

CRD#: 41258 / SEC#: , 8-49342

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
PREMIUM
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Contact information

Main Address
181 Crossways Park Drive, Woodbury, NY 11797
Mailing Address
181 Crossways Park Drive, Woodbury, NY 11797
Phone number
(516) 681-9100
Established
New York since 05/17/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 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#
MEKA ASSOCIATES, LLCDIRECT OWNER
CERINI, MICHELLE C.CHIEF FINANCIAL OFFICER - FINANCIAL OPERATIONS PRINCIPAL4752108
FLYNN, EDWARD PATRICK SRMANAGING DIRECTOR1914535
SCAVONE, NICHOLASCHIEF COMPLIANCE OFFICER4677020
SCHANTZ, BRIAN FRANCISPRESIDENT1232754

Disclosures

Regulatory Event5
Arbitration4

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

TRIDENT PARTNERS LTD.

CRD#: 41258Woodbury, NY 11797

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