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JC

June M. Cachola

Some features on this profile are disabled
CRD#: 2414390
JC

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.

June Marie Cachola, who also goes by June Applegate, June M Cachola, was a registered financial professional .

June is a previously registered financial professional and started their career in finance in 1993. June had worked at 10 firms and has passed the Series 66, Series 63, Series 82TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

June Applegate | June M Cachola

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

October 21, 2019 - December 4, 2020

TIGERBRIDGE CAPITAL

BD
CRD#: 293066
ALBANY, NY
Past

November 20, 2018 - December 31, 2025

CENTRICITY FINANCIAL LLC

RIA
CRD#: 145561
NEWPORT BEACH, CA
Past

March 7, 2016 - November 1, 2017

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Los Angeles, CA
Past

March 7, 2016 - November 1, 2017

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Los Angeles, CA
Past

May 19, 2015 - January 8, 2016

KINECTA FINANCIAL & INSURANCE SERVICES

BD
CRD#: 136597
WOODLAND HILLS, CA
Past

April 7, 2015 - December 23, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SEAL BEACH, CA
Past

April 7, 2015 - December 23, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
SEAL BEACH, CA
Past

February 28, 2014 - December 18, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
TORRANCE, CA
Past

February 28, 2014 - December 18, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
TORRANCE, CA
Past

October 31, 2011 - February 28, 2014

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
TORRANCE, CA
Past

October 31, 2011 - February 28, 2014

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
TORRANCE, CA
Past

January 22, 2007 - September 29, 2011

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
PLACENTIA, CA
Past

January 22, 2007 - September 29, 2011

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
PLACENTIA, CA
Past

April 11, 2005 - January 24, 2007

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
PLACENTIA, CA
Past

December 2, 2002 - January 24, 2007

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
PLACENTIA, CA
Past

August 19, 2002 - December 3, 2002

GATEWAY INVESTMENT SERVICES, INC.

BD
CRD#: 31153
OAK PARK, IL
Past

August 22, 2000 - August 23, 2002

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

October 23, 1997 - July 26, 2000

GATEWAY INVESTMENT SERVICES, INC.

BD
CRD#: 31153
OAK PARK, IL
Past

September 8, 1994 - September 24, 1997

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

October 22, 1993 - February 25, 1994

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

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
IAR
Series 66
Date: 4/7/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/5/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 12/22/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 11/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/15/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TC
TIGERBRIDGE CAPITAL
TIGERBRIDGE CAPITAL | TIGERBRIDGE CAPITAL LLC

CRD#: 293066 / SEC#: , 8-70086

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

Main Address
187 Wolf Road, Suite 300, Albany, NY 12205
Mailing Address
187 Wolf Road, Suite 300, Albany, NY 12205
Phone number
(917) 714-0452
Established
Delaware since 06/14/2017
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (5 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#
TIGERBRIDGE HOLDINGS LLCSHAREHOLDER
BEATON, DANIEL STEWARTFINANCIAL AND OPERATIONS PRINCIPAL4240769
GARDINIER, JUSTIN SCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER4334703

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

TIGERBRIDGE CAPITAL

CRD#: 293066

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