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Arthur A. Haist

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CRD#: 233671
AH

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.

Arthur Albert Haist was a registered financial professional .

Arthur is a previously registered financial professional and started their career in finance in 1969. Arthur had worked at 8 firms and has passed the Series 65, Series 63, SIE, PC, Series 000, Series 1 and Series 4 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

September 1, 2000 - September 10, 2015

CELADON FINANCIAL GROUP LLC

BD
CRD#: 36538
CHATHAM, NJ
Past

November 26, 1996 - July 31, 2000

PINNACLE ASSET MANAGEMENT, INC.

BD
CRD#: 38936
FAIRLESS HILLS, PA
Past

January 11, 1995 - August 7, 1996

PHILADELPHIA INVESTORS, LTD.

BD
CRD#: 23905
PHILADELPHIA, PA
Past

July 17, 1989 - December 16, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

August 12, 1980 - July 27, 1989

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 3, 1973 - September 8, 1980

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Past

June 28, 1971 - January 8, 1973

CAPITAL PLANNING ASSOICATES INC

BD
CRD#: 1000002
Past

February 27, 1969 - January 1, 1971

ILG SECURITIES CORPORATION

BD
CRD#: 422

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
IAR
Series 65
Date: 8/7/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 3/31/1981
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 000
Date: 3/19/1973
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 2/20/1969
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


CF
CELADON FINANCIAL GROUP LLC
CELADON FINANCIAL GROUP LLC | SECURITIES & INVESTMENT PLANNING CO. | CELADONFINANCIAL.COM

CRD#: 36538 / SEC#: , 8-47288

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960
Mailing Address
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960
Phone number
(973) 701-8033
Established
Delaware since 03/09/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (34 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#
HERSCH, DARYL SCOTTCEO/MAJORITY MEMBER/GSP/ROSFP1255474
CAMBRIA HOLDINGS, INC.MINORITY MEMBER
COSTINE, MELISSA ANNEOPERATIONS MANAGER/GSP2646983
NAVAS, NELSON GABRIELCFO/FINOP/GSP5092353
PASTINE, ARMAND RALPHHEAD OF CAPITAL MARKETS/GSP2257531
WALDMAN, PAUL MITCHELLCCO/AMLCO/GSP/ROSFP1885767

Disclosures


Regulatory Event9
Arbitration1

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


CELADON FINANCIAL GROUP LLC

CRD#: 36538

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