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TD

Terence Dolan

TRADEPRO SECURITIES.
Jupiter , FL
Some features on this profile are disabled
CRD#: 2352516
TD

Professional summary


Terence Dolan JR., who also goes by Terence Patrick Dolan Jr, Terence Patrick Dolan, is a registered financial professional currently at TRADEPRO SECURITIES, LLC. located in Jupiter , Florida.

Terence is registered as a RR (Registered Representative) and started their career in finance in 1999. Terence has worked at 5 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 4, Series 12 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Terence Patrick Dolan Jr | Terence Patrick Dolan

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 Terence Dolan JR.'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

December 4, 2019 - Present

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
Jupiter , FL
Past

April 11, 2008 - April 17, 2019

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

July 2, 2004 - November 24, 2008

ABN AMRO CLEARING USA LLC

BD
CRD#: 14020
CHICAGO, IL
Past

May 31, 2002 - July 12, 2004

HARPER & DOLAN, L.L.C.

BD
CRD#: 103860
COPIAGUE, NY
Past

May 20, 1999 - May 8, 2002

OSCAR GRUSS & SON INCORPORATED

BD
CRD#: 2091
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: 9/29/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/6/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 6/30/1998
NYSE Branch Manager Examination
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TS
TRADEPRO SECURITIES, LLC.
AUTOSHARES | TRADEPRO SECURITIES,INC. | TRADEPRO SECURITIES, LLC. | TRADEPRO SECURITIES, INC. | SOUTHERN TRUST SECURITIES, INC. | SOUTHERN TRUST SECURITIES ASSET MANAGEMENT, INC. | OPTIONSROUTE | CIS ASSET MANAGEMENT, INC | CAPITAL INVESTMENT SERVICES, INC.

CRD#: 103781 / SEC#: , 8-52282

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


Main Address
340 Congress Parkway,, Lawrenceville, GA 30044
Mailing Address
340 Congress Parkway,, Lawrenceville, GA 30044
Phone number
(305) 446-4800
Established
Florida since 06/10/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 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#
SAMATA HOLDINGS LLCOWNER
CASS, STEPHEN JOHNPRESIDENT/FINOP/OWNER2317871
DOLAN, TERENCE JR.COO/BUSINESS DEVELOPMENT/OWNER2352516
BURGESS-GAY, CLAUDETTE YVONNECCO/AMLCO2547910

Disclosures


Regulatory Event5

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


TRADEPRO SECURITIES, LLC.

CRD#: 103781Jupiter , FL

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