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Vincent J. Puma

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CRD#: 2358356
VP

Professional summary


Vincent Joseph Puma was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Vincent is a previously registered financial professional and started their career in finance in 1994. Prior to being barred, Vincent had worked at 7 firms, which includes HFP CAPITAL MARKETS LLC, DAWSON JAMES SECURITIES INC., CAPITAL GROWTH FINANCIAL LLC, PARK CAPITAL SECURITIES LLC, WINDSOR STREET CAPITAL LP, ROAN CAPITAL PARTNERS L.P., JOSEPHTHAL & CO. INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vincent J Puma

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 26, 2009 - July 19, 2011

HFP CAPITAL MARKETS LLC

BD
CRD#: 44351
NEW YORK, NY
Past

February 7, 2008 - March 23, 2009

DAWSON JAMES SECURITIES, INC.

BD
CRD#: 130645
NEW YORK, NY
Past

March 18, 2003 - February 8, 2008

CAPITAL GROWTH FINANCIAL, LLC

BD
CRD#: 41040
NEW YORK, NY
Past

July 18, 2002 - February 6, 2003

PARK CAPITAL SECURITIES, LLC

BD
CRD#: 104206
NEW YORK, NY
Past

January 18, 2000 - July 23, 2002

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

September 13, 1995 - January 18, 2000

ROAN CAPITAL PARTNERS L.P.

BD
CRD#: 33063
NEW YORK, NY
Past

November 30, 1994 - September 12, 1995

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
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: 7/22/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HC
HFP CAPITAL MARKETS LLC
AM CAPITAL LLC | HFP CAPITAL MARKETS LLC

CRD#: 44351 / SEC#: , 8-50652

BD
Terminated by SEC on 05/02/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 11/20/1997
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HUDSON FINANCIAL PARTNERS, LLCPARENT COMPANY
BYRUCH, GEOFFREY MARCMANAGING MEMBER/CEO3220744
HERITY, THOMAS FRANCISCCO
MISYURA, YEVGENYFINOP5312791

Disclosures


Regulatory Event7
Arbitration1

Red Flags


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Company Information


HFP CAPITAL MARKETS LLC

CRD#: 44351

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