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JM

Joseph A. Marchisello

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CRD#: 2322480
JM

Professional summary


Joseph Anthony Marchisello was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Joseph is a previously registered financial professional and started their career in finance in 1993. Prior to being barred, Joseph had worked at 6 firms, which includes WORLDCO L.L.C., GENEVA CAPITAL CORP., GRADY AND HATCH & COMPANY INC., MURPHEY MARSEILLES SMITH & NAMMACK INC., HUNTER WORLD MARKETS INC., TOLUCA PACIFIC SECURITIES CORP..

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

February 20, 2001 - June 29, 2001

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

January 10, 2000 - January 26, 2001

GENEVA CAPITAL CORP.

BD
CRD#: 43747
NEW YORK, NY
Past

November 14, 1997 - January 5, 2000

GRADY AND HATCH & COMPANY, INC.

BD
CRD#: 14262
STATEN ISLAND, NY
Past

April 14, 1997 - May 28, 1997

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
NEW YORK, NY
Past

March 13, 1997 - June 12, 1997

HUNTER WORLD MARKETS, INC.

BD
CRD#: 38755
BEVERLY HILLS, CA
Past

July 12, 1996 - January 31, 1997

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

September 17, 1993 - May 28, 1996

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC.

BD
CRD#: 18032
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: 10/20/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 11/9/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


WL
WORLDCO, L.L.C.
BIRK HOLLAND & CO., INC. | WORLDCO, L.L.C.

CRD#: 24673 / SEC#: , 8-41285

BD
Terminated by SEC on 03/05/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/10/1995
Firm type
Limited Liability Company
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WATERFORD HOLDINGS, L.L.C.SHAREHOLDER
CURRAN, JAMES EDWARDFINANCIAL & OPERATIONAL PRINCIPAL2870558
ELLIS, MARC ANDREWDIRECTOR OF COMPLIANCE2162526
MILLER, JOHN GERARDCEO1975249

Disclosures


Regulatory Event7

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


WORLDCO, L.L.C.

CRD#: 24673

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