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Paul Bracaglia

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CRD#: 2413768
PB

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.

Paul Bracaglia was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1993. Paul had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 53 and Series 24 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

April 1, 2013 - December 31, 2014

EDI FINANCIAL, INC.

BD
CRD#: 15699
IRVING, TX
Past

October 6, 2008 - November 20, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
DALLAS, TX
Past

May 27, 2005 - October 3, 2008

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
ALLEN, TX
Past

February 14, 2003 - September 22, 2004

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

June 1, 2001 - February 28, 2003

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

September 10, 1996 - May 16, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

July 14, 1995 - July 24, 1996

HARRIS SECURITIES, INC.

BD
CRD#: 16587
DALLAS, TX
Past

November 24, 1993 - August 28, 1995

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA

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: 9/26/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/27/1996
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EF
EDI FINANCIAL, INC.
EDI FINANCIAL, INC. | R.R. ORR & ASSOCIATES INC. | HIBLER & ORR INC.

CRD#: 15699 / SEC#: , 8-32566

BD
Terminated by SEC on 02/03/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 11/05/1984
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PRINZ, MARTIN WILLIAMPRESIDENT, DIRECTOR, CSO, CCO1330601
DAILY, JAY PATRICKSHAREHOLDER1471899
JOHN, VARKEYFINOP4530162

Disclosures


Regulatory Event11
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


EDI FINANCIAL, INC.

CRD#: 15699

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